SK Telecom Set to Scale Up AI Business Aggressively in 2025 -- Market Talk

Dow Jones2025-03-11

0131 GMT - SK Telecom is set to scale up its artificial-intelligence business aggressively this year by leveraging its strong cash flow, rather than increasing dividends, Daiwa Capital analysts Thomas Y. Kwon and Joon Lee write in a note. They note the South Korean wireless carrier's plan to speed up the monetization of AI services from 2025 after its AI-related revenue grew by 19% in 2024. They revises up their 2025-2026 EPS forecasts for the company by 0.3%-3.0% to reflect its improving earnings visibility and tight cost control. Daiwa raises its target for the stock to KRW60,500 from KRW60,000 and keeps an outperform rating. Shares are 0.2% higher at KRW55,200. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

March 10, 2025 21:31 ET (01:31 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2518739112?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-03-11 09:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2518739112","market":"sg","top_or_hot":-1,"title":"SK Telecom Set to Scale Up AI Business Aggressively in 2025 -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0131 GMT - SK Telecom is set to scale up its artificial-intelligence business aggressively this year by leveraging its strong cash flow, rather than increasing dividends, Daiwa Capital analysts Thomas Y. Kwon and Joon Lee write in a note. They note the South Korean wireless carrier's plan to speed up the monetization of AI services from 2025 after its AI-related revenue grew by 19% in 2024. They revises up their 2025-2026 EPS forecasts for the company by 0.3%-3.0% to reflect its improving earnings visibility and tight cost control. Daiwa raises its target for the stock to KRW60,500 from KRW60,000 and keeps an outperform rating. Shares are 0.2% higher at KRW55,200. (kwanwoo.jun@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 10, 2025 21:31 ET (01:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK Telecom Set to Scale Up AI Business Aggressively in 2025 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK Telecom Set to Scale Up AI Business Aggressively in 2025 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-11 09:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0131 GMT - SK Telecom is set to scale up its artificial-intelligence business aggressively this year by leveraging its strong cash flow, rather than increasing dividends, Daiwa Capital analysts Thomas Y. Kwon and Joon Lee write in a note. They note the South Korean wireless carrier's plan to speed up the monetization of AI services from 2025 after its AI-related revenue grew by 19% in 2024. They revises up their 2025-2026 EPS forecasts for the company by 0.3%-3.0% to reflect its improving earnings visibility and tight cost control. Daiwa raises its target for the stock to KRW60,500 from KRW60,000 and keeps an outperform rating. Shares are 0.2% higher at KRW55,200. (kwanwoo.jun@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 10, 2025 21:31 ET (01:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SKM","symbol_name":"韩国SK电信","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2518739112","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2518739112","pubTimestamp":1741656660,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0131 GMT - SK Telecom is set to scale up its artificial-intelligence business aggressively this year by leveraging its strong cash flow, rather than increasing dividends, Daiwa Capital analysts Thomas Y. Kwon and Joon Lee write in a note. They note the South Korean wireless carrier's plan to speed up the monetization of AI services from 2025 after its AI-related revenue grew by 19% in 2024. They revises up their 2025-2026 EPS forecasts for the company by 0.3%-3.0% to reflect its improving earnings visibility and tight cost control. Daiwa raises its target for the stock to KRW60,500 from KRW60,000 and keeps an outperform rating. Shares are 0.2% higher at KRW55,200. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SKM":"韩国SK电信","BK4132":"无线电信业务"},"translate_title":"SK Telecom计划在2025年积极扩大人工智能业务——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SKM":1},"content_text":"0131 GMT - SK Telecom is set to scale up its artificial-intelligence business aggressively this year by leveraging its strong cash flow, rather than increasing dividends, Daiwa Capital analysts Thomas Y. Kwon and Joon Lee write in a note. They note the South Korean wireless carrier's plan to speed up the monetization of AI services from 2025 after its AI-related revenue grew by 19% in 2024. They revises up their 2025-2026 EPS forecasts for the company by 0.3%-3.0% to reflect its improving earnings visibility and tight cost control. Daiwa raises its target for the stock to KRW60,500 from KRW60,000 and keeps an outperform rating. Shares are 0.2% higher at KRW55,200. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 10, 2025 21:31 ET (01:31 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2518739112","isCrawlerRequest":true}