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ABN Amro Investment Solutions lifted its holdings in shares of SK Telecom Co., Ltd. (NYSE: SKM) by 136.8% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 568,343 shares of the Wireless communications provider's stock after acquiring an additional 328,300 shares during the
SK Telecom retains a "Buy" rating, driven by robust AI data center (AIDC) growth and potential funding from reputable investors. The company's AIDC revenues surged 89% YoY in 1Q26, with ambitious plans for up to 15GW capacity, far outpacing domestic peers. SKM's diverse funding strategies, including third-party capital, should limit financial leverage risks as it scales up its AIDC network.
Ulsan AI Data Center to expand to GW scale; 5GW to be activated in stages from 2029, reaching 15GW in total SK Group brings together full-stack AI infrastructure capabilities; SKT to spearhead the overall project Korea's third national infrastructure revolution following the Gyeongbu Expressway and high-speed internet SEOUL, Korea, July 5, 2026 /PRNewswire/ -- SK Telecom (NYSE: SKM, hereafter "SKT") today announced that it will pursue the construction of an AI data center with a scale of up to 15GW. The goal is to become an AI infrastructure hub in Asia.
Nvidia expanded its South Korea AI push through new deals to secure memory supply and grow AI infrastructure.
On June 01, 2026, SK Telecom Co Ltd (SKM) shares rose 19.0%, bringing the current price to $44.43. The stock has experienced significant price changes in the pa
On May 12, 2026, SK Telecom Co Ltd (SKM) shares rose 3.2% to a current price of $39.07. This price is within a 52-week range of $19.66 to $40.49, reflecting an
I stick with a 'Buy' rating for SK Telecom following my assessment of its financial performance and re-rating triggers. SKM's 1Q2026 operating profit represented a 4.7% beat over consensus. This is attributable to up-selling, portfolio reshaping, and AI-driven growth in data center operations. SKM is getting closer to realizing the full-year dividend restoration and Anthropic stake monetization catalysts in my view.
SK Telecom Co., Ltd. (SKM) Q1 2026 Earnings Call Transcript
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.