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    Jae-min Ahn

    Senior Analyst at NH Investment & Securities

    Jae-min Ahn is a Senior Analyst at NH Investment & Securities specializing in the coverage of leading South Korean technology and entertainment companies, including Naver and SM Entertainment. He is recognized for his in-depth equity research and precise market projections, such as forecasting significant stock price movements for Naver and assessing the impact of industry events such as the SM-Kakao partnership. With a tenure at NH Investment & Securities spanning several years, Ahn has established himself as an influential voice in sector analysis, though detailed public data on performance metrics and prior employers remains limited. His professional background reflects strong specialization in tech and media equities, supported by hands-on coverage of some of Korea’s most dynamic listed firms.

    Jae-min Ahn's questions to KT (KT) leadership

    Jae-min Ahn's questions to KT (KT) leadership • Q2 2024

    Question

    Jae-min Ahn of NH Investment & Securities questioned the decline in B2B services revenue, seeking more details on the streamlining of low-margin businesses. He also asked about KT's plans and timeline for participating in the government's 'Value-Up' corporate reform program.

    Answer

    CFO Min Jang clarified that the B2B revenue dip is due to a two-pronged rationalization strategy: phasing out unprofitable businesses like blockchain and digital logistics, and redesigning others like robotics and AICC to be service-centric and more profitable. Regarding the 'Value-Up' program, Jang confirmed KT is actively discussing the specifics internally and intends to meet market expectations, with details to be disclosed once finalized.

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    Jae-min Ahn's questions to SK TELECOM CO (SKM) leadership

    Jae-min Ahn's questions to SK TELECOM CO (SKM) leadership • Q2 2024

    Question

    Jae-min Ahn of NH Investment & Securities inquired about the drivers of SK Telecom's strong Q2 results, particularly a one-off patent profit, and asked for the second-half outlook. He also questioned the competitive landscape ahead of the new iPhone launch.

    Answer

    CFO Yang-Seob Kim attributed the strong performance to growth in 5G and pay TV, successful AI initiatives, company-wide efficiency improvements, and a one-off gain from a patent pool. For the competitive outlook, Kyung-Il Park of the Marketing Strategy team stated that while number transfers increased due to regulatory changes, the market impact was minimal. He emphasized a strategic shift from subsidy competition to focusing on differentiated services and leveraging AI for marketing efficiency.

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