← Back to dashboard
SK Telecom ADR
SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
NVIDIA Corporation (NVDA): A Forever Stock to Buy amid Growing Business Ties in Korea
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)’s DSX platform to build a gigawatt-scale AI cloud infrastructure. The AI factory is poised to come online next year and will support AI services for enterprises […]
Is SK Telecom Co., Ltd. (SKM) A Good Stock To Buy Now?Is SKM a good stock to buy? We came across a bullish thesis on SK Telecom Co., Ltd. on Bullseye Research’s Substack by Bullseye Investing. In this article, we will summarize the bulls’ thesis on SKM. SK Telecom Co., Ltd.’s share was trading at $41.21 as of June 9th. SKM’s trailing and forward P/E were 63.33 and […]
Coupang Hit With Record $409 Million FineSouth Korea fined Coupang over a data breach affecting nearly 34 million accounts.
Nvidia (NVDA) Valuation Check After Major South Korea AI Memory And Data Center AgreementsNVIDIA (NVDA) just signed multi-year agreements in South Korea to secure next generation memory from SK hynix and to support gigawatt scale AI factories with SK Telecom and NAVER, reinforcing its data center centric AI roadmap. See our latest analysis for NVIDIA. Despite heavy news flow and new agreements, NVIDIA’s recent share price momentum has cooled, with the stock down 6.7% over the past week and 8.7% over the past month, although the 1-year total shareholder return of 40.5% and very...
NVIDIA Korea Deals Tie AI Factories Memory Supply To Growth StoryNVIDIA (NasdaqGS:NVDA) has entered multi-year agreements with SK hynix to secure next generation AI memory supply. The company is partnering with SK Telecom and NAVER to build gigawatt scale AI "factories" and sovereign AI infrastructure in Korea. These partnerships expand NVIDIA's role in Korea across memory, data centers, and AI infrastructure design. NVIDIA, known for its AI accelerators and data center platforms, is deepening its presence in Korea at a time when demand for high...
Nvidia Stock Pops. Its CEO Thinks the Chips Selloff Is a Good Thing.Nvidia stock was gaining Monday as CEO Jensen Huang encouraged investors to look past the tumble in semiconductor stocks.
Why it could benefit going forward
- SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship.
- If the Anthropic stake is more valuable than the market assumes, SKM could have hidden-asset upside.
- Management also wants to monetize AI in telecom and data-center services.
Moat / edge
- Scale in a key domestic telecom market.
- Recurring cash generation from the core connectivity business.
- Strategic partnerships can matter more when local distribution is valuable.
What to watch
- Any clearer disclosure around Anthropic stake value or ownership.
- AI data-center growth and AI-service monetization.
- Stability of the core telecom business.
Key risks
- Anthropic value may be smaller than speculative narratives suggest.
- Core telecom performance can dominate the stock if execution slips.
Business snapshot
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. The Cellular Services segment offers wireless voice and data transmission, cellular interconnection, Internet of Things solutions and enterprise communications, cloud, subscription, advertising and curated shopping services; as well as sells wireless devices. Its Fixed-Line Telecommunications Services segment provides fixed-line telephone, broadband Internet services; media platform services, such as internet protocol TV and cable TV; and business communications and related infrastructure services. The Other Businesses segment offers T-commerce services. In addition, it provides call center management, base station maintenance, information gathering and consulting, database and internet website, and broadcasting programs; international telecommunication and mobile virtual network operator services; and operates information and communications facilities; as well as engages in telecommunications and communication device retail; and software development and supply business. SK Telecom Co., Ltd. was incorporated in 1984 and is based in Seoul, South Korea.