[카테고리:] Internet & Telecom

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 growth support 2026 operating profit returning to pre-incident levels of KRW 1.97 Trillion, a conservative HOLD stance is maintained due to…

Read More “[Research] SK Telecom (017670 / SKM) – Eugene Investment & Securities | Between Telco and Growth · Dividend Yield Barrier · Need for AIDC Verification / 2026-07-21” »

Market: KOSPI (017670) Brokerage : Mirae Asset Securities Analyst : Yoo-jin Choi Investment Rating : BUY (Maintained) Target Price : KRW 120,000 (Maintained) Core Momentum : Driven by rising data center utilization and core cost efficiencies, 2Q26 operating profit is set to beat consensus, while an ambitious 15GW AIDC roadmap (with planned investments of ~KRW…

Read More “[Research] SK Telecom (017670 / SKM) – Mirae Asset Securities | 2Q26 Earnings Beat Preview · Significant AIDC Capacity Expansion · Top Pick Maintained / 2026-07-15” »

Market: KOSPI (017670) Brokerage : Samsung Securities Analyst : Minha Choi (RA: Hyerim Yu) Investment Rating : BUY (Maintained) Target Price : KRW 115,000 (Maintained) Core Momentum : With 2Q26 operating profit expected to hit the upper end of consensus driven by low base effects from last year’s cyber incident, medium-to-long term valuation re-rating is…

Read More “[Research] SK Telecom (017670 / SKM) – Samsung Securities | Becoming an AI Infrastructure Architect · 2Q Earnings Normalization · AIDC & Anthropic Catalysts / 2026-07-15” »