SK Telecom Gelecekteki Büyüme
Future kriter kontrolleri 2/6
SK Telecom kazanç ve gelirin sırasıyla yıllık 26.9% ve 2.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 24.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 9.7% olacağı tahmin edilmektedir.
Anahtar bilgiler
26.9%
Kazanç büyüme oranı
24.70%
EPS büyüme oranı
| Wireless Telecom kazanç büyümesi | -2.0% |
| Gelir büyüme oranı | 2.7% |
| Gelecekteki özkaynak getirisi | 9.67% |
| Analist kapsamı | Good |
| Son güncelleme | 17 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 18,506,748 | 1,446,213 | 2,400,833 | N/A | 21 |
| 12/31/2027 | 18,093,902 | 1,319,889 | 2,209,629 | N/A | 26 |
| 12/31/2026 | 17,726,651 | 1,208,854 | 2,337,507 | N/A | 26 |
| 3/31/2026 | 17,037,813 | 346,610 | N/A | N/A | N/A |
| 12/31/2025 | 17,099,213 | 388,610 | 1,610,732 | 3,923,847 | N/A |
| 9/30/2025 | 17,317,034 | 566,920 | 1,660,306 | 4,093,675 | N/A |
| 6/30/2025 | 17,871,088 | 994,023 | 3,071,244 | 5,354,895 | N/A |
| 3/31/2025 | 17,954,687 | 1,241,791 | 2,734,339 | 5,220,588 | N/A |
| 12/31/2024 | 17,940,609 | 1,230,355 | 2,560,754 | 5,087,285 | N/A |
| 9/30/2024 | 17,984,847 | 1,115,496 | 2,437,540 | 5,030,281 | N/A |
| 6/30/2024 | 17,855,339 | 1,144,514 | 2,168,072 | 4,938,302 | N/A |
| 3/31/2024 | 17,739,363 | 1,137,550 | 2,159,719 | 5,041,126 | N/A |
| 12/31/2023 | 17,636,979 | 1,076,328 | 1,870,990 | 4,947,205 | N/A |
| 9/30/2023 | 17,475,681 | 1,114,245 | 2,136,857 | 5,103,128 | N/A |
| 6/30/2023 | 17,416,518 | 1,052,208 | 1,672,400 | 4,820,824 | N/A |
| 3/31/2023 | 17,399,992 | 976,887 | 1,823,510 | 4,889,425 | N/A |
| 12/31/2022 | 17,345,247 | 897,634 | 2,123,887 | 5,159,317 | N/A |
| 9/30/2022 | 17,205,822 | 880,883 | 1,899,690 | 5,138,243 | N/A |
| 6/30/2022 | 17,077,407 | 957,414 | 2,221,927 | 5,490,200 | N/A |
| 3/31/2022 | 16,912,696 | 1,114,303 | 2,150,514 | 5,434,878 | N/A |
| 12/31/2021 | 16,748,585 | 1,245,163 | 1,737,458 | 5,031,279 | N/A |
| 9/30/2021 | 14,755,649 | 618,071 | 1,826,983 | 4,957,643 | N/A |
| 6/30/2021 | 15,272,062 | 689,928 | 1,993,266 | 5,210,463 | N/A |
| 3/31/2021 | 15,750,254 | 702,880 | 2,384,619 | 5,730,294 | N/A |
| 12/31/2020 | 16,087,747 | 673,004 | 2,173,754 | 5,821,876 | N/A |
| 9/30/2020 | 18,192,941 | 1,075,922 | 1,773,875 | 5,743,544 | N/A |
| 6/30/2020 | 18,022,709 | 967,286 | 1,013,908 | 4,923,894 | N/A |
| 3/31/2020 | 17,856,400 | 806,980 | 171,357 | 4,049,012 | N/A |
| 12/31/2019 | 17,740,716 | 873,932 | N/A | 4,034,984 | N/A |
| 9/30/2019 | 17,684,908 | 1,390,678 | N/A | 4,491,873 | N/A |
| 6/30/2019 | 17,310,034 | 2,144,096 | N/A | 4,125,060 | N/A |
| 3/31/2019 | 17,027,329 | 2,792,622 | N/A | 4,313,981 | N/A |
| 12/31/2018 | 16,873,960 | 3,112,084 | N/A | 4,332,580 | N/A |
| 9/30/2018 | 17,019,569 | 3,220,855 | N/A | 3,591,628 | N/A |
| 6/30/2018 | 17,275,916 | 2,988,997 | N/A | 4,250,494 | N/A |
| 3/31/2018 | 17,467,185 | 2,705,654 | N/A | 3,912,716 | N/A |
| 12/31/2017 | 17,520,013 | 2,599,829 | N/A | 3,855,820 | N/A |
| 9/30/2017 | 17,374,957 | 2,481,892 | N/A | 4,476,006 | N/A |
| 6/30/2017 | 17,176,022 | 2,011,168 | N/A | 4,233,576 | N/A |
| 3/31/2017 | 17,097,718 | 1,676,414 | N/A | 4,499,936 | N/A |
| 12/31/2016 | 17,091,816 | 1,659,127 | N/A | 4,243,168 | N/A |
| 9/30/2016 | 17,118,905 | 1,466,263 | N/A | 3,844,465 | N/A |
| 6/30/2016 | 17,136,461 | 1,523,412 | N/A | 4,186,373 | N/A |
| 3/31/2016 | 17,124,911 | 1,629,116 | N/A | 3,986,107 | N/A |
| 12/31/2015 | 17,136,734 | 1,501,764 | N/A | 3,778,129 | N/A |
| 9/30/2015 | 17,046,411 | 1,707,025 | N/A | 4,021,561 | N/A |
| 6/30/2015 | 17,152,535 | 1,856,322 | N/A | 3,715,408 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: A017670 'nin tahmini kazanç büyümesi (yıllık 26.9% ) tasarruf oranının ( 3.1% ) üzerindedir.
Kazançlar ve Piyasa: A017670 şirketinin kazançlarının (yıllık 26.9% ) KR pazarından (yıllık 31% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: A017670 şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: A017670 şirketinin gelirinin (yıllık 2.7% ) KR pazarından (yıllık 15.2% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: A017670 şirketinin gelirinin (yıllık 2.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: A017670 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 9.7 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 11:58 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
SK Telecom Co., Ltd. 40 Bu analistlerden 26, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Seyon Park | Barclays |
| Sun Jung Lee | BofA Global Research |
| Joshua Kim | CGS International |