Sign in

    Hoji Kim • Daishin Securities

    Hoji Kim's questions to KT Corp (KT) leadership

    Hoji Kim's questions to KT Corp (KT) leadership • Q2 2025

    Question

    Hoji Kim from Daishin Securities asked for the company's outlook for the second half of the year following strong Q2 results and requested an update on the 'value up' plan, specifically concerning potential changes to dividend or share buyback policies.

    Answer

    KT's management expressed confidence in maintaining momentum into the second half, citing a solid service revenue uptrend and well-managed costs, despite a significant one-off real estate gain in Q2. Regarding shareholder returns, management confirmed the dividend policy is based on 50% of adjusted net profit and expects the Board to continue meeting market expectations. They also reiterated the plan to execute an additional KRW 750 billion in share buybacks over the next three years as part of the value up program.

    Ask Fintool Equity Research AI

    Hoji Kim's questions to SK Telecom Co Ltd (SKM) leadership

    Hoji Kim's questions to SK Telecom Co Ltd (SKM) leadership • Q2 2025

    Question

    Hoji Kim from Daishin Securities inquired about the specific response and prevention measures following the cybersecurity incident, and asked for a detailed breakdown of its financial impact on earnings.

    Answer

    The Head of Infrastructure Strategy detailed the customer assurance package, including SIM protection, security solutions, and a KRW700 billion five-year investment plan based on a Zero Trust framework. A management representative then explained the financial impact, noting a KRW38.7 billion QoQ drop in MNO revenue, significant one-off costs in Q2 for U-SIM replacements and dealer compensation, and a lowered annual revenue guidance from KRW17.8 trillion to KRW17 trillion.

    Ask Fintool Equity Research AI