South Korean Telcos Q3 25 review: Stable; expect new KT CEO to be announced by early 2026
Both KT and LG Uplus did better at SKT’s expense, with the latter impacted by Q2’s outflow and 50% discount offered in August as a result of April’s cyberattack. The search for KT’s new CEO narrowed to 3 candidates – 2 internal and 1 external; we should expect to hear the appointment by March’s AGM. Although this creates some risk, KT remains one of our Top Picks in GEM Telcos for its exposure to Enterprise and value-up dynamic.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.