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    Jeon Seok Kim

    Research Analyst at KB Securities

    Jeon Seok Kim is an analyst at KB Securities, specializing in equity research within the Korean financial markets. Although specific quantitative performance metrics and detailed coverage lists are not publicly available, he is known for his analytical coverage of major Korean companies across the financial and industrial sectors. His professional experience is rooted at KB Securities, one of Korea’s leading investment banks, where he has contributed research insights supporting client investment decisions. While verifiable data on prior roles and securities licenses is lacking, his current position at a top-tier firm highlights his expertise in equity analysis and market strategy.

    Jeon Seok Kim's questions to KT (KT) leadership

    Jeon Seok Kim's questions to KT (KT) leadership • Q2 2025

    Question

    Jeon Seok Kim of KB Securities inquired about KT's future AI business direction, asking for specific areas of focus, and sought the company's perspective on the mobile number portability (MNP) market following the repeal of the handset subsidy act.

    Answer

    KT's management outlined a three-pronged AI strategy: 1) leveraging partnerships with global tech firms like Microsoft and Palantir for new services, 2) pursuing a multi-model approach with its proprietary LLM (Medium 2.0), partner models, and open-source options, and 3) integrating AI to enhance core network and media services. Regarding the MNP market, management stated that while the next iPhone launch could temporarily increase competition, they do not expect a sustained period of overheating due to high 5G penetration, longer handset replacement cycles, and the industry's focus on investing in new AI/IT businesses.

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