Sign in

    H.J. Kim • Daishin Securities

    H.J. Kim's questions to SK Telecom Co Ltd (SKM) leadership

    H.J. Kim's questions to SK Telecom Co Ltd (SKM) leadership • Q4 2024

    Question

    H.J. Kim from Daishin Securities inquired about SK Telecom's key focus areas for its AI business, the revenue outlook for AI, and the rationale behind maintaining the 2024 dividend per share. He also asked for the shareholder return outlook for 2025, including any potential share buyback plans.

    Answer

    CFO Yang-Seob Kim detailed the AI business structure, providing 2024 revenue for AIX (KRW 193B) and AIDC (KRW 397.4B) with 2025 growth targets of ~30% and double-digits, respectively. Regarding shareholder returns, Kim explained the dividend was maintained due to market uncertainty and the need for funds for AI investment and the SK Broadband equity acquisition, while reaffirming a commitment to stable dividends and considering buybacks as a future option.

    Ask Fintool Equity Research AI

    H.J. Kim's questions to KT Corp (KT) leadership

    H.J. Kim's questions to KT Corp (KT) leadership • Q2 2024

    Question

    H.J. Kim from Daishin Securities asked for more details on the strategic alliance with Microsoft, specifically the business model and monetization timeline, and inquired about the potential impact of future spectrum allocation on carrier aggregation and capital expenditures.

    Answer

    Min Jang, KT's CFO, explained that the Microsoft partnership is a joint effort to develop and launch sovereign AI and cloud services for the Korean market, leveraging KT's B2B client base and Microsoft's AI models. Regarding the spectrum, Jang stated that while it's too early to project financial impacts as government plans are not final, carrier aggregation is technically feasible, and he does not anticipate a significant near-term CapEx burden due to ample existing 5G capacity.

    Ask Fintool Equity Research AI