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TickerTalks›$SKM
SKSKM

SK Telecom Co.,Ltd

$SKM·$13B·Telecommunications Services·Communication Services
$32.83-3.1%YTD+75.2%1Y+54.7%
Price updated 12h ago·X counts updated 4d ago
SKSKM
$SKMSK Telecom Co.,Ltd
$32.83-3.13%31 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SKM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

31X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SKM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-30

SK Telecom is being framed as a sovereign-AI infrastructure winner following the one-year anniversary of the Penguin Solutions Haein cluster of 1,000+ GPUs and 10 PB, positioned as a blueprint for South Korea's $50B AI initiative for 52 million people. Posters flag a $2.2B KKR-led investment in an SKM-spinout AI data-center firm SK Hyper, and speculate on the Anthropic stake's value at a rumored $2.5T IPO valuation.

Read what X is saying about $SKM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SKM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

SK Telecom up 75% YTD on sovereign-AI positioning — Korea's $50B AI buildout is finding its public-equity vehicle.

SK Telecom has transitioned from classic telecom holding to AI-infrastructure proxy — the one-year anniversary of the Penguin Solutions Haein cluster (1,000+ GPUs, 10 PB) and the subsequent SK Horizon AI data-center spinoff announcement have rerated the ADR year to date.

  • Q2 EPS of $0.81 beat $0.59 by 37% and Q1 beat by 7%, confirming the operating story is not just narrative — revenue of $3.06B was marginally above consensus and the operating leverage from the AI buildout is starting to show.
  • KKR's $2.2B investment in SK's AI data-center entity (per the posters) and the $50B South Korea sovereign AI initiative frame the structural tailwind — SKM is the public-equity window into both.
  • At $36.79 and 62% of the 52-week range after a 75% YTD gain, the forward multiple on 2026 EPS of ₩3,347 is around 12x — not cheap, but not expensive given the AI acceleration and the 7% FCF yield.

The October 29 Q3 earnings is the next catalyst — a confirmation of the SK Horizon spinoff timeline and KKR partnership details would extend the trajectory; the risk is any slip in the Haein cluster roadmap or Korean government capex timeline.

Agrees with X sentimentX is bullish framing SKM as the sovereign-AI infrastructure winner with the Penguin Solutions cluster as proof; the TickerTalks read agrees — the operating cadence and Q2 beat support the narrative, and the SK Horizon spinoff adds asymmetric upside.

What to watch: October 29 Q3 earnings and the SK Horizon spinoff timeline; KKR partnership execution and any new sovereign-AI customer announcements; Haein cluster capacity utilization and expansion plans.

On the calendar: Q3 earnings scheduled 2026-10-29

Read the AI verdict on $SKM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

South Korea's largest wireless carrier with AI ventures and an indirect stake in memory chipmaker SK Hynix.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $SKM.

Telecommunications Services · Communication Services

No material change from last week — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $SKM

Neutral — South Korea's largest wireless carrier with AI ventures and an indirect stake in memory chipmaker SK Hynix.

Industry benchmark

18-name peer basket
-1.2%YTD
+0.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
60.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.81$0.59+37.3%
Q1 2026May 11, 2026$0.56$0.52+7.3%
Q4 2025Feb 4, 2026$0.63$0.12+445.2%
Q3 2025Oct 29, 2025$-0.75$-0.23-222.3%
Next earningsWed, Nov 4·consensus EPS $0.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.0B-99.9%22.9%12.2%$860.28$718.9B
Q4 FY25$4.33T-4.1%87.5%0.7%$297.68$343.2B
Q3 FY25$3.98T-12.2%85.6%1.2%$-433.26$-484.6B
Q2 FY25$4.34T-1.9%100%7.8%$220.93$1.11T

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.26T$17.03T – $17.60T$3347.42$3289.47 – $3432.7712
FY27$17.61T$17.37T – $17.95T$3625.90$3563.12 – $3718.3412
FY28$17.90T$17.66T – $18.25T$3897.84$3830.36 – $3997.225
FY29$17.60T$17.37T – $17.94T$4624.04$4543.98 – $4741.9410
FY30$16.90T$16.68T – $17.23T$0.00$0.00 – $0.006

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.48%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 147.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.725-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJul 28SC 13D/A
AI summary

SK Telecom Co., Ltd. filed an amended Schedule 13D for Ordinary Shares, par value $0.03 per share (SKM) beneficially owning 6,096,103 shares. Reported for potential strategic or activist purposes. SC 13D is required when a beneficial owner crosses 5% with active intent. This amendment updates a prior position. Watch for follow-on disclosures about board engagement, deals, or governance proposals.

+ 28 other (24 6-Ks · 2 13Gs · 1 6-K/A · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SK Telecom (NYSE:SKM) Shares Cross Above 200 Day Moving Average – What’s Next?defenseworld.net·9d agoSK Telecom: Eyes On New Data Center Armsseekingalpha.com·11d agoADS-TEC Energy Reports First Half 2026 Results; Advances Gigawatt-Scale SKM Storage Project and Strengthens its Position to Scale Own & Operate Modelbusinesswire.com·15d agoNykredit A S Buys Shares of 347,052 SK Telecom Co., Ltd. $SKMdefenseworld.net·25d agoWant in on Anthropic Before the IPO? Buy These 8 Stocksbenzinga.com·37d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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Voices on X · last 7 days

No standout posts about $SKM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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