SK Telecom

SKM

Market cap $16B

I stick with a 'Buy' rating for SK Telecom following my assessment of its financial performance and re-rating triggers. SKM's 1Q2026 operating profit represented a 4.7% beat over consensus. This is attributable to up-selling, portfolio reshaping, and AI-driven growth in data center operations. SKM is getting closer to realizing the full-year dividend restoration and Anthropic stake monetization catalysts in my view.

SK Telecom Co., Ltd. (SKM) Q1 2026 Earnings Call Transcript

SEOUL, South Korea, April 29, 2026 /PRNewswire/ -- On April 29, 2026, SK Telecom Co., Ltd. filed its Annual Report on Form 20-F for the year ended December 31, 2025 with the U.S. Securities and Exchange Commission.

SEOUL, South Korea--(BUSINESS WIRE)-- #AIInfrastructure--Rebellions, SK Telecom, and Arm collaborate to build sovereign AI inference infrastructure combining RebelCard™ and Arm AGI CPU.

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