SK Telecom: The Good And The Bad (Rating Downgrade)
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The Value PendulumInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryI lower my rating for SK Telecom to a Hold after analyzing its cash distribution prospects and growth outlook.SKM omitted its third-quarter dividend, and it seems unlikely that the payout will be restored in Q4.But its AI data center business was an outperformer, with Q3'25 revenue up 54% YoY; the division's future looks bright considering its parentage and partnership. tupungato/iStock Editorial via Getty Images I've become Neutral on SK Telecom Co., Ltd. (SKM) (017670.KS). I'm worried about the uncertainty surrounding its future dividends. But my view of the "Artificial Intelligence Data Center/AIDC" division's growth runway is favorable. TheThis article was written byThe Value Pendulum13.18K 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.Recommended For You