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    ARam Kim

    Research Analyst at Shinhan Investment and Securities

    ARam Kim is an equity analyst at Shinhan Investment & Securities, specializing in the Korean technology and gaming sector with focused coverage of companies such as NCsoft and Netmarble. Kim has provided timely insights on company earnings and product launches that have attracted market attention, contributing to strong investor interest around key trading periods. With several years of experience in South Korea's investment industry and a track record highlighted by research notes on high-profile gaming stocks, Kim has established expertise in monitoring sector trends and earnings momentum. Further details about professional credentials, career start date, or industry rankings are not publicly available.

    ARam Kim's questions to SK TELECOM CO (SKM) leadership

    ARam Kim's questions to SK TELECOM CO (SKM) leadership • Q2 2025

    Question

    Aram Kim from Shinhan Securities questioned the annual investment plans and revenue projections for the new Ulsan AI Data Center (AIDC), its impact on CapEx, and the company's strategy for sovereign AI development.

    Answer

    Eunwoo, Head of AIDC Development, explained that SK Broadband will fund the Ulsan AIDC construction while AWS invests in GPUs, targeting a combined 300 MW capacity and KRW1 trillion in annual revenue by 2030. Management added that despite this investment, total company CapEx will remain stable. A representative also detailed SK Telecom's role in national AI projects, its development of a Korean-specific LLM, and its goal to become a leading AI company in Korea.

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    ARam Kim's questions to SK TELECOM CO (SKM) leadership • Q2 2024

    Question

    ARam Kim from Shinhan Investment and Securities asked about SK Telecom's capital allocation strategy for its improved earnings, specifically the balance between debt reduction, shareholder returns, and AI investments. She also sought clarity on the most profitable AI business areas and the company's Edge AI plans.

    Answer

    CFO Yang-Seob Kim outlined a balanced approach for allocating excess cash flow between strategic AI investments, stable shareholder returns (dividends and potential buybacks), and improving the balance sheet by reducing borrowings. Hwang Keun-joo from the infrastructure engineering office detailed the Edge AI strategy, explaining it as a key opportunity for telcos to offer superior response time and security for AI inference, potentially leading to new revenue streams and a revaluation of telecom infrastructure.

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