SK Telecom Co., Ltd.

Report azionario KOSE:A017670

Capitalizzazione di mercato: ₩20.7t

SK Telecom Gestione

Criteri Gestione verificati 1/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Jai Hun Jung

Amministratore delegato

₩2.1b

Compenso totale

Percentuale dello stipendio del CEO51.32%
Mandato del CEOless than a year
Proprietà del CEOn/a
Durata media del managementNessun dato
Durata media del Consiglio di amministrazioneless than a year

Aggiornamenti recenti sulla gestione

Recent updates

A017670: Dividend Halt Will Outweigh AI Data Center Expansion Plans

Analysts have raised their SK Telecom price target slightly from ₩80,676.92 to ₩82,144.00, citing small model tweaks in discount rate, revenue growth, profit margin and forward P/E assumptions as the key drivers of this adjustment. What's in the News Rebellions, SK Telecom and Arm are working together on AI inference infrastructure that combines Arm AGI CPUs with Rebellions’ AI chips.

A017670: Dividend Halt Will Outweigh AI Data Center Partnerships Going Forward

Analysts have raised their fair value estimate for SK Telecom from ₩76,138 to ₩80,677, citing updated assumptions for slightly higher revenue growth, improved profit margins, and a modestly lower future P/E multiple. What's in the News Rebellions, SK Telecom and Arm agreed to collaborate on AI inference infrastructure that combines Arm's AGI CPU with Rebellions' RebelCard accelerator, with validation planned in SK Telecom's AI data centers before any broader rollout (Key Developments).

A017670: Index Inclusion And AI Data Center Partnerships Will Support Long Term Appeal

Analysts have nudged their fair value estimate for SK Telecom to ₩107,504 from ₩105,369, reflecting updated assumptions on revenue growth, profit margins and a slightly adjusted forward P/E outlook. What's in the News SK Telecom is being added to the FTSE All-World Index (USD), which can affect how index-tracking funds and ETFs allocate capital to the stock.

A017670: AI Data Center Alliances And Dividend Halt Will Shape Balanced Outlook

Analysts have adjusted their fair value estimate for SK Telecom from ₩72,600 to about ₩76,138, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Signed a three party memorandum of understanding with Supermicro and Schneider Electric to co develop prefabricated modular solutions for AI data centers.

A017670: AI Data Center Buildout Will Support Stronger Long Term Equity Appeal

Analysts now see SK Telecom’s fair value at around ₩105,369 per share, up from about ₩76,474. This reflects updated assumptions for slightly higher revenue growth, a marginally stronger profit margin, a modestly adjusted discount rate and a higher future P/E multiple.

A017670: AI Expansion And Dividend Halt Will Keep Shares Exposed To Downside

Analysts have raised their fair value estimate for SK Telecom from ₩62,311.54 to ₩72,600, reflecting updated assumptions for revenue growth, margins, discount rate and a higher future P/E multiple. What's in the News On February 5, 2026, SK Telecom announced that it will not distribute any cash year end dividends for 2025, citing the company’s results of operations and changes in the business environment, following a management report to the board of directors on the same date (company announcement).

A017670: Expanding AI Ambitions Will Keep Shares Vulnerable To Downside Risk

Analysts have slightly lifted their price target for SK Telecom to ₩62,312 from ₩59,696, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E. Together, these factors point to a modestly higher assessed fair value.

SK Telecom Co., Ltd.'s (KRX:017670) P/E Is Still On The Mark Following 31% Share Price Bounce

Jan 27
SK Telecom Co., Ltd.'s (KRX:017670) P/E Is Still On The Mark Following 31% Share Price Bounce

A017670: AI Expansion And Dividend Pause Will Shape Measured 2025 Outlook

Analysts have nudged their price target for SK Telecom slightly higher to ₩59,696 from ₩59,377, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News SK Telecom introduced A.X K1, described as Korea's first hyperscale AI model with 519 billion parameters, designed to act as a teacher model that transfers knowledge to smaller models below the 70 billion parameter range (Key Developments).

SK Telecom (KRX:017670) Takes On Some Risk With Its Use Of Debt

Jan 14
SK Telecom (KRX:017670) Takes On Some Risk With Its Use Of Debt

A017670: Hyperscale AI Rollout Will Support Stronger Long Term Equity Appeal

Analysts have trimmed their fair value estimate for SK Telecom to ₩76,474 from ₩77,938, citing updated assumptions for slower revenue growth, slightly softer profit margins, and a higher future P/E multiple in their revised models. What's in the News SK Telecom unveiled A.X K1, described as Korea's first hyperscale AI model with 519 billion parameters, positioned as a core foundation for a full-stack AI ecosystem spanning semiconductors, data centers, models, and services (Key Developments).

A017670 Signals Future Pressure As Dividend Pause Overshadows Profit Outlook

Analysts have modestly trimmed their price target on SK Telecom from ₩44,355 to ₩43,000, reflecting slightly lower fair value assumptions. They also highlight improving revenue growth prospects, a firmer profit margin profile, and a more attractive forward P/E multiple.

A017670: Dividend Suspension And Index Addition Will Influence 2025 Sentiment

Analysts have slightly lowered their price target for SK Telecom from ₩59,762 to ₩59,377. They cite marginal adjustments to their revenue growth and profit margin assumptions.

There's Been No Shortage Of Growth Recently For SK Telecom's (KRX:017670) Returns On Capital

Nov 21
There's Been No Shortage Of Growth Recently For SK Telecom's (KRX:017670) Returns On Capital

A017670: Dividend Suspension And Marginal Discount Rate Increase Will Shape 2025 Outlook

Analysts have slightly lowered their price target for SK Telecom from ₩60,108 to ₩59,762. They cite improved revenue growth and profitability outlook, but this is tempered by a modestly higher discount rate.

A017670: Future Shareholder Returns Will Improve As Conditions Stabilize

Analysts have slightly lowered their fair value estimate for SK Telecom from ₩61,146 to ₩60,108, citing modestly reduced expectations for revenue growth and profit margins. What's in the News SK Telecom announced it will not distribute any cash dividends for the third quarter of 2025 because of recent operational results and changes in the business environment (Key Developments).

SK Telecom Co., Ltd.'s (KRX:017670) Earnings Are Not Doing Enough For Some Investors

Oct 16
SK Telecom Co., Ltd.'s (KRX:017670) Earnings Are Not Doing Enough For Some Investors

Is SK Telecom (KRX:017670) A Risky Investment?

Sep 28
Is SK Telecom (KRX:017670) A Risky Investment?

AI And Data Center Demand Will Unlock Enduring Value

With both the discount rate and future P/E ratio for SK Telecom remaining effectively unchanged, analysts see no meaningful shift in valuation, as reflected in the stable consensus price target of ₩61,146. What's in the News SK Telecom lowered its 2025 earnings guidance, forecasting operating revenue of KRW 17.0 trillion and an operating profit decline versus 2024, factoring in a KRW 500 billion customer appreciation package following a cybersecurity incident.
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Leveraging AI Expertise For Tactical Growth And Transformative Market Leadership

Strategic focus on AI infrastructure and B2B solutions aims to boost revenue and market expansion through partnerships and new contracts.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jai Hun Jung rispetto agli utili di SK Telecom?
DataCompenso totaleStipendioUtili della società
Dec 31 2025₩2b₩1b

₩389b

Compensazione vs Mercato: La retribuzione totale di Jai Hun ($USD 1.41M ) è circa la media per le aziende di dimensioni simili nel mercato KR ($USD 1.17M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Jai Hun con le performance aziendali.


AMMINISTRATORE DELEGATO

Jai Hun Jung (57 yo)

less than a year
Mandato
₩2,079,000,000
Compensazione

Mr. Jai Hun Jung is Chief Executive Officer of SK Telecom Co. Ltd. from October 2025 and as its Representative Director from March 26, 2026. He was Head of CGO of SK Telecom Co. Ltd.since 2024 until Octob...


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jai Hun Jung
CEO & Representative Directorless than a year₩2.08bNessun dato
Myung-Jin Han
President & Head of MNO Company in-Company Unit and Executive Directorless than a yearNessun dato0.0053%
₩ 1.1b
Poong Young Yoon
Non-Executive Directorless than a yearNessun dato0.0022%
₩ 452.3m
Alice Haeyun Oh
Independent Non-Executive Director3.2yrsNessun dato0.0017%
₩ 358.9m
Mi Kyung Noh
Independent Non-Executive Director2.2yrsNessun dato0.0011%
₩ 228.2m
Changbo Kim
Independent Non-Executive Chairman1.2yrsNessun dato0.0011%
₩ 224.1m
Tay Seop Lim
Independent Non-Executive Directorless than a yearNessun dato0.00023%
₩ 47.7m
Seong Yeob Lee
Independent Non-Executive Directorless than a yearNessun dato0.00023%
₩ 47.7m
0.2yrs
Durata media
57.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di A017670 non è considerato esperto (durata media del mandato 0.2 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/04 20:11
Prezzo dell'azione a fine giornata2026/05/04 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

SK Telecom Co., Ltd. è coperta da 40 analisti. 26 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Seyon ParkBarclays
Sun Jung LeeBofA Global Research
Joshua KimCGS International