SK Telecom (Neutral, KRW 78,000, +39%) Q2 25 Quick Take: Heavier hit expected in H2
Results were weak as expected because of the churn from April data breach. However, the worst is yet to come since Q3 will be impacted by the 50% discount on monthly tariff that will be applied in August. There is still no news on the fine which creates an overhang although news outlet suggests it could be disclosed as early as this month. For now, we maintain our Neutral stance.
SK Telecom is a wireless telecommunications services provider in the Republic of Korea (South Korea). Co. provides the following services: wireless Internet services, which include music portal services, game portal services, multimedia services, and wired and wireless integrated multimedia services; ubiquitous and convergence services, which include telematics, digital home, commerce, mobile radio frequency identification and mobile community; international roaming services, which include global system for mobile communication; video telephony services, which enable subscribers incorporating video conferences, as well as B2B services.
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