[카테고리:] Internet & Telecom

Market: KOSPI (017670) Brokerage : iM Securities Analyst : Hee-chul Shin Investment Rating : Buy (Maintained) Target Price : KRW 112,000 (Maintained) Core Momentum : While cost efficiencies from the 5G harvest cycle and SK Broadband’s growth drive record-high quarterly and annual operating margins, the launch of SK Hyper marks full-scale entry into large-scale AIDC…

Read More “[Research] SK Telecom (017670 / SKM) – iM Securities | Cost Optimization · Launch of SK Hyper · Full-Scale AIDC Expansion / 2026-08-10” »

Market: KOSPI (017670) Brokerage : Eugene Investment & Securities Analyst : Chan-young Lee Investment Rating : HOLD (Maintained) Target Price : KRW 94,000 (Maintained) Core Momentum : While 2Q operational recovery and SK Broadband strength drive 2026 operating profit back to pre-incident levels of KRW 1.98 Trillion, a conservative HOLD stance is maintained due to…

Read More “[Research] SK Telecom (017670 / SKM) – Eugene Investment & Securities | 2Q Earnings Beat · K-Data Center Theme vs. Dividend Yield Barrier · HOLD / 2026-08-06” »

Market: KOSPI (017670) Brokerage : Shinhan Securities Analyst : Ah-ram Kim Investment Rating : BUY (Maintained) Target Price : KRW 112,000 (Upgraded) Core Momentum : Following a 2Q26 earnings beat driven by record SK Broadband operating profit, target price is raised as pre-emptive multiple expansion reflects SK Hyper’s GW-scale AIDC pipeline and the potential upside…

Read More “[Research] SK Telecom (017670 / SKM) – Shinhan Securities | GW-Scale Data Center Re-rating · 2Q Earnings Beat · Potential Anthropic Listing Catalyst / 2026-08-06” »

Market: KOSPI (017670) Brokerage : SK Securities Analyst : Kwan-soon Choi Investment Rating : BUY (Maintained) Target Price : KRW 120,000 (Upgraded) Core Momentum : With 2Q26 cost efficiencies and SK Broadband DC scaling driving 2026 full-year operating profit to KRW 1.93 Trillion (highest since 2013), the establishment of SK Hyper to execute phased 5GW…

Read More “[Research] SK Telecom (017670 / SKM) – SK Securities | Highest Earnings Since 2013 · SK Hyper 5GW+ AIDC · Valuation Re-rating / 2026-08-06” »

Market: KOSPI (017670) Brokerage : Daishin Securities Analyst : Hoe-jae Kim Investment Rating : BUY (Maintained) Target Price : KRW 110,000 (Maintained) Core Momentum : With 2Q26 results confirming core profit recovery and SK Broadband achieving record quarterly operating profit to support full-year operating profit of KRW 2.1 Trillion, the launch of SK Hyper to…

Read More “[Research] SK Telecom (017670 / SKM) – Daishin Securities | Wireless Rebound & Fixed-Line Peak · Launch of SK Hyper · 5GW AIDC Roadmap / 2026-08-06” »

Market: KOSPI (017670) Brokerage : Yuanta Securities Analyst : Seung-woong Lee (RA: Go-eun Kim) Investment Rating : BUY (Maintained) Target Price : KRW 118,000 (Maintained) Core Momentum : With 2Q results confirming core profitability normalization and surging AI growth, SK Telecom presents deep value as the market prices only core telco assets and Anthropic equity,…

Read More “[Research] SK Telecom (017670 / SKM) – Yuanta Securities | Core Profit Normalization · SK Hyper Launch · Unpriced AIDC Value / 2026-08-06” »

Market: KOSPI (017670) Brokerage : Hana Securities Analyst : Hong-sik Kim (RA: Sang-ho Lee) Investment Rating : BUY (Maintained) Target Price : KRW 140,000 (Maintained) Core Momentum : With 2026 full-year operating profit targeting KRW 2 Trillion driven by disciplined cost containment and SK Broadband growth, SK Telecom stands out as an industry Top Pick…

Read More “[Research] SK Telecom (017670 / SKM) – Hana Securities | KRW 2 Trillion Operating Profit Target · Tax-Free High Dividend · AIDC & AI RAN Differentiation / 2026-08-06” »

Market: KOSPI (017670) Brokerage : Samsung Securities Analyst : Minha Choi (RA: Hyerim Yu) Investment Rating : BUY (Maintained) Target Price : KRW 115,000 (Maintained) Core Momentum : Following 2Q earnings normalization post-cyber incident base effects, SK Telecom is positioned for structural valuation re-rating through full-stack AI data center (AIDC) planning, development, and nationwide infrastructure…

Read More “[Research] SK Telecom (017670 / SKM) – Samsung Securities | Full-Scale AIDC Expansion · Profit Normalization · Valuation Re-rating / 2026-08-06” »

Market: KOSPI (017670) Brokerage : Mirae Asset Securities Analyst : Yoo-jin Choi Investment Rating : BUY (Maintained) Target Price : KRW 120,000 (Maintained) Core Momentum : While 2Q26 operational efficiencies and SK Broadband data center scaling drove a consensus earnings beat, SK Telecom’s group-backed data center business establishes a robust medium-to-long term growth engine, enhancing…

Read More “[Research] SK Telecom (017670 / SKM) – Mirae Asset Securities | SK Group’s Next Engine: Data Centers · 2Q Earnings Beat · TP Maintained at KRW 120,000 / 2026-08-05” »

Market: KOSPI (017670)  Brokerage : Hana Securities Analyst : Hong-sik Kim (RA: Sang-ho Lee) Investment Rating : BUY (Maintained) Target Price : KRW 140,000 (Maintained) Core Momentum : Supported by solid 2Q earnings expectations, dividend inflows from AIDC project SPCs under SK Hyper and policy-backed AI RAN/5G SA tariff launches drive combined ARPU and DPS…

Read More “[Research] SK Telecom (017670 / SKM) – Hana Securities | August Strategy: Confidence in AI-Driven Dividend Growth · AI RAN & SPC Momentum / 2026-07-29” »