Added to YB: 2026-06-16
Pitch date: 2026-06-13
SKM [bullish]
SK Telecom Co., Ltd.
Author Info
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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 21.9T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.42
P/E
63.30
EV/Sales
1.79
Sector
Wireless Telecommunication Services
Category
value
The Forbidden Model - SK Telecom Co.
SKM: US export ban on Anthropic's top models is misread as setback; reactance theory says 'forbidden' = free global marketing driving Claude trial/revenue/valuation. SKM is early Anthropic investor (~0.3-0.7% stake = 20%+ of mkt cap) but trades like telco at 1.3x sales, 4.5x EV/EBITDA. Leveraged proxy on $965B Anthropic IPO (H2'26).
Read full article (5 min)