SK Telecom consensus firms on AI ambitions, shares in focus on the KOSPI
23.06.2026 - 19:25:26 | ad-hoc-news.de
By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-23, 19:23.
SK Telecom (KR7017670001) sits in the South Korean telecom and AI narrative with a fresh view from Seoul-based Daishin Securities. The broker highlights strong second quarter profit expectations and a physical AI positioning, adding detail to the consensus picture on the KOSPI-listed operator. Daishin Securities note as reported by Maeil Business Newspaper
What Daishin Securities expects
According to Daishin Securities, SK Telecom’s operating profit in the second quarter of 2026 is projected to reach about 537.8 billion won, a 59 percent year-on-year increase, driven by subscriber growth and stabilized labor and other expenses. Maeil Business Newspaper summary of the Daishin report The broker also expects capital expenditure to trend lower, supporting profit gains through actual cost reductions in the period. Daishin Securities projections
Daishin maintains a target share price of 140,000 won for SK Telecom and frames the company as a likely “physical artificial intelligence” player, with an anticipated role as a national AI operator. Analyst commentary from Daishin The note ties this view to rising investor interest in data center and AI wireless access network beneficiaries following Nvidia chairman Jensen Huang’s recent visit to Korea. Nvidia-related AI beneficiary discussion
Consensus and KOSPI backdrop
Daishin Securities argues that the market’s average forecast for SK Telecom’s earnings is likely to be raised as the preview season for second quarter numbers begins in July, implying a potential adjustment to current consensus estimates as more brokers publish updates. Expectations for consensus revisions Passive funds that track these revised forecasts are highlighted as a possible source of incremental demand for SK Telecom shares, in Daishin’s view. Analyst note on passive fund flows
The broader South Korean equity backdrop is strong, with KED Global reporting that the KOSPI benchmark recently cleared 9,000 points for the first time, supported by expectations of a prolonged memory chip shortage and a rally in heavyweight names such as SK Hynix. KED Global report on the KOSPI’s move above 9,000 This context underlines the KOSPI environment in which SK Telecom shares trade, with domestic investors increasingly attentive to AI and data infrastructure themes alongside traditional telecom services. Market commentary on sector themes in Korea
All news and analysis on the SK Telecom shares
Further updates, background articles and price data on SK Telecom are collected in one place for investors who follow the KOSPI-listed stock closely.
The product behind the stock
SK Telecom’s core business remains mobile and fixed-line telecommunications in South Korea, with revenue anchored by wireless voice and data services, broadband access and bundled offerings for consumer and enterprise customers. SK Telecom investor overview On top of this, the company is building AI-centric platforms, including data center and edge computing capabilities, to support services such as AI-powered customer tools and network optimization. Business model and AI strategy description
Where the stock trades today
SK Telecom shares (KR7017670001) trade on the Korea Exchange KOSPI board, with the last available closing price at 34.32 US dollars for the New York-listed ADR on 2026-06-22 at 15:59 Eastern Time, equivalent to the primary Korean listing in won terms via the ADR ratio. MarketBeat quote for SK Telecom ADR SKM
Key data on the SK Telecom shares
- Company: SK Telecom Co., Ltd.
- ISIN: KR7017670001
- WKN: 933070
- Ticker: A017670 (KOSPI), SKM (NYSE ADR)
- Trading venue: KRX KOSPI (primary), NYSE (ADR)
- Price (as of 2026-06-22, 15:59): 34.32 US dollars (ADR)
- Market cap: approximately 8.0 billion US dollars (as of 2026-06-22, based on ADR pricing and share count)
- Sector / industry: Communication Services / Wireless Telecommunication Services
- Index membership: KOSPI
- Next earnings date: 2026-08-08 (company guidance and data from earnings calendars)
This article provides factual information on the SK Telecom stock and does not constitute investment advice or a recommendation to buy or sell securities. Investors should conduct their own research or consult a qualified advisor before making investment decisions.
