Added to YB: 2026-04-16
Pitch date: 2026-04-14
SKM [bullish]
SK Telecom Co., Ltd.
-1.41%
current return
Author Info
No bio for this author
Company Info
SK Telecom Co., Ltd. engages in the provision of wireless telecommunication services in South Korea. The company operates through three segments: Cellular Services, Fixed-Line Telecommunications Services, and Other Businesses.
Market Cap
KRW 19.7T
Pitch Price
KRW 99.5K
Price Target
48.00 (-100%)
Dividend
3.83%
EV/EBITDA
6.21
P/E
50.69
EV/Sales
1.67
Sector
Wireless Telecommunication Services
Category
value
The Backdoor Play on Anthropic's IPO: SK Telecom (SKM)
SKM: Korean telco w/ $2B-$5B Anthropic stake (invested $100M at $5B, now $380B-$600B IPO est Oct 2026). Core biz: 53% mobile, 28% broadband, AI data centers +53% YoY. Trades 4.8x EV/EBITDA vs peers 6-8x despite market lead. 31% upside to fair value at 6x multiple, excluding Anthropic re-rating catalyst.
Read full article (8 min)