SK Telecom Co., Ltd.

KOSE:A017670 株式レポート

時価総額：₩21.9t

SK Telecom 将来の成長

Future 基準チェック /26

SK Telecom利益と収益がそれぞれ年間26.9%と2.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.7% 24.7%なると予測されています。

主要情報

26.9%

収益成長率

24.70%

EPS成長率

Wireless Telecom 収益成長-2.0%
収益成長率2.7%
将来の株主資本利益率9.67%
アナリストカバレッジ

Good

最終更新日17 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 02

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.
ナラティブの更新 • Apr 18

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).
ナラティブの更新 • Apr 04

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.
ナラティブの更新 • Mar 20

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.
ナラティブの更新 • Mar 06

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.
ナラティブの更新 • Feb 20

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).
ナラティブの更新 • Feb 06

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.
分析記事 • Jan 27

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

The SK Telecom Co., Ltd. ( KRX:017670 ) share price has done very well over the last month, posting an excellent gain...
ナラティブの更新 • Jan 23

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).
分析記事 • Jan 14

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 • Jan 08

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).
ナラティブの更新 • Dec 14

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.
ナラティブの更新 • Nov 30

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.
分析記事 • Nov 21

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
ナラティブの更新 • Nov 15

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.
ナラティブの更新 • Nov 01

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).
分析記事 • Oct 16

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

With a price-to-earnings (or "P/E") ratio of 11.7x SK Telecom Co., Ltd. ( KRX:017670 ) may be sending bullish signals...
分析記事 • Sep 28

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 • Sep 05

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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新しいナラティブ • Nov 25

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.

業績と収益の成長予測

KOSE:A017670 - アナリストの将来予測と過去の財務データ ( )KRW Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202818,506,7481,446,2132,400,833N/A21
12/31/202718,093,9021,319,8892,209,629N/A26
12/31/202617,726,6511,208,8542,337,507N/A26
3/31/202617,037,813346,610N/AN/AN/A
12/31/202517,099,213388,6101,610,7323,923,847N/A
9/30/202517,317,034566,9201,660,3064,093,675N/A
6/30/202517,871,088994,0233,071,2445,354,895N/A
3/31/202517,954,6871,241,7912,734,3395,220,588N/A
12/31/202417,940,6091,230,3552,560,7545,087,285N/A
9/30/202417,984,8471,115,4962,437,5405,030,281N/A
6/30/202417,855,3391,144,5142,168,0724,938,302N/A
3/31/202417,739,3631,137,5502,159,7195,041,126N/A
12/31/202317,636,9791,076,3281,870,9904,947,205N/A
9/30/202317,475,6811,114,2452,136,8575,103,128N/A
6/30/202317,416,5181,052,2081,672,4004,820,824N/A
3/31/202317,399,992976,8871,823,5104,889,425N/A
12/31/202217,345,247897,6342,123,8875,159,317N/A
9/30/202217,205,822880,8831,899,6905,138,243N/A
6/30/202217,077,407957,4142,221,9275,490,200N/A
3/31/202216,912,6961,114,3032,150,5145,434,878N/A
12/31/202116,748,5851,245,1631,737,4585,031,279N/A
9/30/202114,755,649618,0711,826,9834,957,643N/A
6/30/202115,272,062689,9281,993,2665,210,463N/A
3/31/202115,750,254702,8802,384,6195,730,294N/A
12/31/202016,087,747673,0042,173,7545,821,876N/A
9/30/202018,192,9411,075,9221,773,8755,743,544N/A
6/30/202018,022,709967,2861,013,9084,923,894N/A
3/31/202017,856,400806,980171,3574,049,012N/A
12/31/201917,740,716873,932N/A4,034,984N/A
9/30/201917,684,9081,390,678N/A4,491,873N/A
6/30/201917,310,0342,144,096N/A4,125,060N/A
3/31/201917,027,3292,792,622N/A4,313,981N/A
12/31/201816,873,9603,112,084N/A4,332,580N/A
9/30/201817,019,5693,220,855N/A3,591,628N/A
6/30/201817,275,9162,988,997N/A4,250,494N/A
3/31/201817,467,1852,705,654N/A3,912,716N/A
12/31/201717,520,0132,599,829N/A3,855,820N/A
9/30/201717,374,9572,481,892N/A4,476,006N/A
6/30/201717,176,0222,011,168N/A4,233,576N/A
3/31/201717,097,7181,676,414N/A4,499,936N/A
12/31/201617,091,8161,659,127N/A4,243,168N/A
9/30/201617,118,9051,466,263N/A3,844,465N/A
6/30/201617,136,4611,523,412N/A4,186,373N/A
3/31/201617,124,9111,629,116N/A3,986,107N/A
12/31/201517,136,7341,501,764N/A3,778,129N/A
9/30/201517,046,4111,707,025N/A4,021,561N/A
6/30/201517,152,5351,856,322N/A3,715,408N/A

アナリストによる今後の成長予測

収入対貯蓄率: A017670の予測収益成長率 (年間26.9% ) は 貯蓄率 ( 3.1% ) を上回っています。

収益対市場: A017670の収益 ( 26.9% ) KR市場 ( 31% ) よりも低い成長が予測されています。

高成長収益: A017670の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: A017670の収益 ( 2.7% ) KR市場 ( 15.2% ) よりも低い成長が予測されています。

高い収益成長: A017670の収益 ( 2.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: A017670の 自己資本利益率 は、3年後には低くなると予測されています ( 9.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 21:13
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SK Telecom Co., Ltd. 26 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40

アナリスト機関
Seyon ParkBarclays
Sun Jung LeeBofA Global Research
Joshua KimCGS International