SK Telecom: Bullish On Potential Dividend Resumption, Monetization (Upgrade)
Summarize this article with:
The Value PendulumInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryI raise my rating for SK Telecom to "Buy," considering potential catalysts like dividend restoration and Anthropic stake sale.SKM is expected to reinstate its dividend in 2026, implying a forward yield of above 4%.The company has a minority interest in Anthropic, which could possibly be monetized for special cash distributions in the future.Looking for more investing ideas like this one? Get them exclusively at Asia Value & Moat Stocks. Learn More » LeoPatrizi/E+ via Getty Images I'm revising SK Telecom Co., Ltd.'s (SKM) (017670.KS) rating from "Hold" to "Buy." Catalysts relating to dividend restoration and the Anthropic (ANTHRO) stake monetization justify my bullish view of this name. My December 11, 2025, article touched on the negativeThis article was written byThe Value Pendulum13.32K FollowersFollowThe Value Pendulum is an Asian equity market specialist with over a decade of experience on both the buy and sell sides.He is the author of the investing group Asia Value & Moat Stocks, providing ideas for value investors seeking investment opportunities listed in Asia, with a particular focus on the Hong Kong market. He hunts for deep value balance sheet bargains and wide moat stocks and provides a range of watch lists with monthly updates within his investing group.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.