SKM
SK Telecom Co., Ltd.

SK Telecom Co., Ltd.SKM

Communication Services · Telecom Services
31.23USD
+6.15%
Nov 08, 2026
SKM overview ready
Operator of AI-optimized data centers and GPU cloud for Korean enterprises
SK Telecom remains primarily South Korea's leading wireless telecom operator, with fixed broadband, media, enterprise and cloud-related operations alongside mobile service.
Primary theme is improving
Telecom & Cable Carriers is improving (+3.7pp vs SPY over 21 sessions; 6 of 11 members ahead of SPY).
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Attractive valuation
Current market expectations look undemanding relative to how its multiples compare with businesses of the same kind.
Solid fundamentals
Ev / sales is strong.
Primary risk
Intense competition in South Korean telecom market.
Market Nov 6Price action Nov 7Research Jul 29

Conviction Level

PriceAction3.4BusinessPerformance—BusinessQuality—Valuation8.4ThemeMomentum7.0Business Performance not yet available.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
+3.7pp
Theme return
−1.3%
Beating SPY
6 of 11
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$11.9B
Avg Volume (60D)
1.3M
60 sessions
Revenue Growth YoY
-1.7%
Trailing twelve months
Gross Margin
+18.6%
Trailing twelve months
Operating Margin
+10.1%
Trailing twelve months
Distance from 200DMA
-8.4%
Next Earnings
2027-02-04
P/E
24.8x
EV / Sales
1.4x
Market metrics as of Nov 7, 2026

Business Performance

Business Quality

Not assessed

Not assessed — the company files under a regime the financial record does not cover yet.

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads cheap.
SK Telecom Co., Ltd. has a Cheap valuation stance because current market expectations look undemanding relative to how its multiples compare with businesses of the same kind. It trades at 1.5x revenue, which the underlying economics comfortably support.

Company Research

Thesis
SK Telecom remains primarily South Korea's leading wireless telecom operator, with fixed broadband, media, enterprise and cloud-related operations alongside mobile service.
Opportunity
Moderate opportunity
Development and operation of AI-optimized data-center capacity and GPU cloud platforms to supply domestic enterprises, public-sector users and model developers with scalable, sovereign compute infrastructure.
Key risk
Intense competition in South Korean telecom market.

Economic classification

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Business & Markets

Communication Services · Telecom Services
What they do

SK Telecom Co., Ltd. provides wireless telecommunication services primarily in South Korea, operating through cellular, fixed-line, and other business segments including enterprise communications and cloud services.

How it earns

The company generates revenue mainly through subscription-based wireless and fixed-line services, device sales, and enterprise cloud and AI infrastructure services.

Products & services
Wireless voice and data transmission
Fixed-line telephone and broadband Internet
Internet of Things solutions
Enterprise communications
Cloud and AI data-center services
Wireless devices
Customers & end markets
Individual wireless subscribers
Enterprise customers
Public-sector users
Domestic AI model developers
Market position

South Korea's leading wireless telecom operator with diversified fixed broadband and cloud-related operations.

Demand drivers
Medium cyclicality

Telecom services have steady demand but are influenced by technology investment cycles and competitive pricing pressures.