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AI & Enterprise

Telecoms\' Q1 results diverge after hacking incidents; SKT and KT profitability slows

A series of hacking incidents last year is expected to affect South Korea\'s three mobile carriers in the first quarter. SK Telecom and KT are seen posting weaker results as compensation payments and marketing costs weigh on profitability. LG Uplus is forecast to be the only one to report gains in both sales and operating profit, helped by subscriber inflows and growth in new businesses. Analysts also see scope for a recovery in the second half.

Telecommunications & Media

SKT re-emerges as top stock pick after hacking setback

SK Telecom, which struggled after a hacking incident a year ago, is again emerging as a key stock market pick, with its share price nearing 100,000 won. Analysts see its AI business beginning to be reflected in the valuation, alongside gains in the value of its Anthropic stake and expectations for data centre expansion. The stock has recovered sharply from last year’s drop after a USIM hacking incident and subscriber losses.

Telecommunications & Media

SKT steps up push to build AI highway as CDMA turns 30

SK Telecom is stepping up efforts to spread new communications technology beyond the 30th anniversary of CDMA commercialisation. It is accelerating construction of an \"AI highway\" while planning to complete the introduction of 5G standalone mode this year. The CDMA rollout helped spur South Korea\'s mobile market, with subscribers topping 10,000,000 in 1998 and the ICT industry\'s value-added share of GDP rising to 13.1 percent in 2025.