Added to YB: 2026-02-09
Pitch date: 2026-02-05
SKM [bullish]
SK Telecom Co., Ltd.
+10.73%
current return
Author Info
No bio for this author
Company Info
SK Telecom Co., Ltd. engages in the provision of wireless telecommunication services in South Korea. The company operates through three segments: Cellular Services, Fixed-Line Telecommunications Services, and Other Businesses.
Market Cap
KRW 18.4T
Pitch Price
KRW 73.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.05
P/E
32.53
EV/Sales
1.62
Sector
Wireless Telecommunication Services
Category
value
SK Telecom (SKM): AI Hero by Accident?
SKM: Korean telco trading at 8x P/E despite $100M Anthropic stake now worth ~$2.2B at $350B valuation. AI pivot via Rebellion NPU chips, AIDC revenue +53% YoY, GTAA alliance. 2025 data breach (23M users) caused 90.9% profit collapse, creating value opportunity. 4%+ dividend yield.
Read full article (15 min)