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TickerTalks›$SKM
SKSKM

SK Telecom Co.,Ltd

$SKM·$13B·Telecommunications Services·Communication Services
$31.76-1.5%YTD+54.9%1Y+41.6%
Mentions · last 7 days
2026-07-10: 12 posts2026-07-11: 2 posts2026-07-12: 0 posts2026-07-13: 8 posts2026-07-14: 5 posts2026-07-15: 16 posts2026-07-16: 25 posts69+12%
Price updated 13h ago·X counts updated 12h ago
SKSKM
$SKMSK Telecom Co.,Ltd
$31.76-1.55%69 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SKM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-17

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

SK Telecom targeting 15GW AI data-center capacity as Korea's AI-infrastructure hub — up 55% YTD.

SK Telecom is South Korea's leading wireless carrier now pivoting aggressively to AI-data-center infrastructure. The Nvidia deals plus SK Hynix ecosystem create a specific AI-infrastructure play.

What the setup shows:

  • Growth accounting is noisy (large yen/won-denominated): the four-quarter absolute-revenue trend shows the AI-pivot ramping.
  • Margins are decent: operating margin 6% in Q1.
  • The multiple is rich on trailing (60x) but forward EPS of ~$3.33 (KRW) puts forward multiple more reasonable.
  • The July 4 announcement of 15GW AI data center capacity buildout is real strategic commitment.
  • The June 7 Nvidia deals with SK Hynix, SK Telecom, and Naver put SK Telecom in the specific center of Korea's AI-infrastructure story.
  • Insider action: none disclosed.
  • Position: 44% of 52-week range, YTD +55%, t12m +42%.

The forward view: the August 5 Q2 print is the referee. A beat with continued AI-data-center commentary plus specific 15GW timeline detail extends the accelerating leg. What keeps it stuck: an in-line print. What breaks it lower: a specific Korean regulatory action or a Nvidia partnership friction disclosure.

Agrees with X sentimentThe bullish X read on the 15GW AI data center ambition and Nvidia deals is directionally right on the setup. Our take agrees the AI-infrastructure story is genuine.

What to watch: August 5 Q2 earnings and 15GW timeline commentary; a Korean regulatory action or Nvidia partnership friction would end the accelerating leg.

On the calendar: 2026-08-05 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-13

SK Telecom is described as planning one of the world's largest AI infrastructure projects, targeting 15GW of AI data center capacity as Korea builds out AI infrastructure quietly compared to US attention. Traders doubled position sizes in commons and calls, with January 2027 calls getting active across multiple strikes.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $SKM

Direct beneficiary — South Korea's largest wireless carrier with AI ventures and an indirect stake in memory chipmaker SK Hynix; the company is structurally positioned to capture the LEO satellite global coverage and Apple SOS emergency positioning.

Industry benchmark

19-name peer basket
+12.0%YTD
+28.7%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
Q1 2026May 7, 2026$0.57$0.52+9.2%
Q4 2025Feb 5, 2026$0.64$0.10+518.4%
Q3 2025Dec 12, 2025$-0.29——
Q3 2025Oct 30, 2025$-0.77$-0.21-268.8%
Next earningsWed, Aug 5·consensus EPS $0.57

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 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.46T$18.23T – $19.14T$3325.73$2638.89 – $4000.5113
FY27$18.81T$18.58T – $19.50T$3622.67$2980.35 – $4264.9913
FY28$19.21T$18.97T – $19.91T$3944.00$3880.00 – $4131.978
FY29$18.80T$18.56T – $19.49T$3963.39$3899.06 – $4152.2812
FY30$19.23T$18.99T – $19.94T$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.0.7×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.44%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.-12.8%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.+11.7%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 today1.3% 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.β0.685-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

3/ANew insider — initial holdingsFeb 203/A
3New insider — initial holdingsFeb 193
+ 30 other (27 6-Ks · 1 13G · 1 20-F · 1 6-K/A) in window

Recent news

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

SK Telecom Pursues 15GW AI Data Center Buildout, Aiming to Become Asia's AI Infrastructure Hubprnewswire.com·13d agoNvidia Expands AI Empire In South Korea With SK Hynix, SK Telecom And Naver Deals As Jensen Huang Locks In Critical Memory Supplyfeeds.benzinga.com·39d agoSK Telecom Co Ltd (SKM) Stock Up 19.0% but GF Value Says Overvalued -- GF Score: 65/100gurufocus.com·46d agoSK Telecom Co Ltd (SKM) Shares Surge 3.2% -- What GF Score of 68 Tells Investorsgurufocus.com·65d agoSK Telecom: Operating Profit Beat Expectations With Catalysts Intactseekingalpha.com·70d ago

In themes

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

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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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