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    Hoi Jae Kim

    Research Analyst at Daishin Securities

    Hoi Jae Kim serves as an Analyst at Daishin Securities, specializing in telecom sector research, notably focusing on major Korean companies such as KT Corporation, SK Telecom, and LG Uplus. He is a frequent contributor to earnings calls for these firms, providing detailed analysis and sector insights that influence institutional investor decisions. Kim began his career in equity research and has established himself at Daishin Securities as a leading analyst trusted for accurate forecasting and industry expertise. While his professional credentials and specific performance metrics, such as TipRanks rankings or securities licenses, are not publicly listed, his regular participation in key earnings events underscores a high standing within the analyst community.

    Hoi Jae Kim's questions to KT (KT) leadership

    Hoi Jae Kim's questions to KT (KT) leadership • Q4 2024

    Question

    Hoi Jae Kim from Daishin Securities questioned the future CapEx forecast, including the timing of the next 5G/6G investment cycle and costs for AI model training. He also asked for specifics on the shareholder value plan and sought clarification on whether the KRW 250 billion share buyback would be an annual commitment through 2028.

    Answer

    CFO Min Jang stated that total CapEx is planned to remain flat at 2024 levels, as lower B2C investment will be offset by higher AICT and IT spending. He clarified that significant 6G investment is unlikely for 2-3 years. Regarding the shareholder return plan, he confirmed the KRW 250 billion buyback and cancellation for the year, noting it is highly possible this amount will be repeated annually through 2028, contingent on profit growth and pending board approval.

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