SK Telecom Co., Ltd.

KOSE:A017670 Voorraadrapport

Marktkapitalisatie: ₩21.1t

SK Telecom Inkomsten in het verleden

Verleden criteriumcontroles 1/6

De winst van SK Telecom is gedaald met een gemiddeld jaarlijks percentage van -2.4%, terwijl de winst van de Wireless Telecom -industrie jaarlijks groeide met 7.8%. De inkomsten zijn groeide met een gemiddeld percentage van 2.2% per jaar. Het rendement op het eigen vermogen SK Telecom bedraagt 2.5% en de nettomarge bedraagt 2%.

Belangrijke informatie

-2.40%

Groei van de winst

-1.82%

Groei van de winst per aandeel

Wireless Telecom Groei van de industrie13.03%
Inkomstengroei2.23%
Rendement op eigen vermogen2.47%
Nettomarge2.03%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate Jun 06

A017670: Higher Multiple And Margin Assumptions Will Likely Pressure Future Returns

Analysts have raised their price target for SK Telecom from ₩43,000 to ₩55,000, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they view as better reflecting the stock's current risk and earnings profile. What's in the News SK Telecom joined BlackBerry, JVCKENWOOD, Huawei, LG Electronics and Nokia in making patents available for license through Sisvel’s point of sale device patent pool, which covers 2G, 3G, 4G and 5G technologies, according to a client announcement.
Narratiefupdate May 23

A017670: Dividend Halt Will Continue To Offset AI Data Center Initiatives

Analysts have lifted their fair value estimate for SK Telecom from ₩82,144 to ₩93,740, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Rebellions, SK Telecom and Arm are collaborating to develop an AI server that combines Arm’s AGI CPU with Rebellions’ RebelCard accelerators.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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.
User avatar
Nieuw narratief 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.

Opbrengsten en kosten

Hoe SK Telecom geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

KOSE:A017670 Opbrengsten, kosten en inkomsten (KRW Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 2617,037,808346,5776,084,489-3,305
31 Dec 2517,099,213388,6106,078,7810
30 Sep 2517,317,034566,9206,282,156-20,613
30 Jun 2517,871,088994,0236,294,533-16,453
31 Mar 2517,919,7151,241,7916,107,222984
31 Dec 2417,940,6091,230,3556,152,9000
30 Sep 2417,984,8471,115,4966,309,18736,844
30 Jun 2417,855,3391,144,5146,303,95124,929
31 Mar 2417,739,3631,137,5506,261,67515,348
31 Dec 2317,636,9791,076,3286,203,5010
30 Sep 2317,475,6811,114,2458,794,194251,970
30 Jun 2317,416,5181,052,2087,909,029161,481
31 Mar 2317,399,992976,8876,240,903-4,501
31 Dec 2217,345,247897,6346,183,3610
30 Sep 2217,205,822880,8833,876,175-246,597
30 Jun 2217,077,407957,4144,614,058-166,148
31 Mar 2216,912,6961,114,3036,194,345-5,418
31 Dec 2116,748,5851,245,1636,110,0740
30 Sep 2114,755,649618,0713,848,455-73,454
30 Jun 2115,272,062689,9284,597,675-49,057
31 Mar 2115,750,254702,8805,239,671-26,816
31 Dec 2016,087,747673,0045,840,2420
30 Sep 2018,192,9411,075,9229,891,837320,051
30 Jun 2018,022,709967,2868,472,790215,205
31 Mar 2017,856,400806,9805,892,05310,559
31 Dec 1917,740,716873,9325,854,8370
30 Sep 1917,684,9081,390,6786,627,1820
30 Jun 1917,310,0342,144,0968,643,061199,977
31 Mar 1917,027,3292,792,62211,019,358398,006
31 Dec 1816,873,9603,112,08410,967,111387,675
30 Sep 1817,019,5693,220,85510,994,849384,427
30 Jun 1817,275,9162,988,99711,138,077393,509
31 Mar 1817,467,1852,705,65411,272,143390,084
31 Dec 1717,520,0132,599,82911,260,473395,276
30 Sep 1717,374,9572,481,8928,259,37139,077
30 Jun 1717,176,0222,011,1687,634,27321,354
31 Mar 1717,097,7181,676,4147,138,38010,518
31 Dec 1617,091,8161,659,1276,726,8960
30 Sep 1617,118,9051,466,2636,502,08027,199
30 Jun 1617,136,4611,523,4126,446,00720,689
31 Mar 1617,124,9111,629,1166,479,79314,629
31 Dec 1517,136,7341,501,7646,495,3610
30 Sep 1517,046,4111,707,0256,724,084-86,306
30 Jun 1517,152,5351,856,3226,779,033-57,538

Kwaliteitswinsten: A017670 heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (2%) A017670 } zijn lager dan vorig jaar (6.9%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van A017670 is de afgelopen 5 jaar met 2.4% per jaar gedaald.

Versnelling van de groei: De winstgroei A017670 is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: A017670 had het afgelopen jaar een negatieve winstgroei ( -72.1% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Wireless Telecom ( 8.3% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 2.5% ) van A017670 wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/18 11:30
Aandelenkoers aan het einde van de dag2026/06/18 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

SK Telecom Co., Ltd. wordt gevolgd door 39 analisten. 25 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Seyon ParkBarclays
Sun Jung LeeBofA Global Research
Joshua KimCGS International