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    Jeong Jisoo

    Research Analyst at Meritz Securities

    Jeong Jisoo is an analyst at Meritz Securities specializing in the media and entertainment sector, with a particular focus on Korean production companies such as J Contentree and Studio Dragon. While specific performance metrics and success rates are not publicly documented, Jeong has provided in-depth equity research used by institutional clients, known for market insights as Korean media companies have experienced sharp growth tied to global streaming successes. Details about Jeong's career timeline, previous experience, and professional credentials are not available in open sources. Nonetheless, Jeong maintains a visible position as a sector specialist at Meritz Securities, offering coverage and commentary on key industry trends.

    Jeong Jisoo's questions to SK TELECOM CO (SKM) leadership

    Jeong Jisoo's questions to SK TELECOM CO (SKM) leadership • Q4 2024

    Question

    Jeong Jisoo from Meritz Securities requested a quantification of the earnings impact from operational improvements in 2024, the outlook for this initiative in 2025, and the company's capital expenditure guidance for 2025.

    Answer

    CFO Yang-Seob Kim stated that operational improvements led to a 4% operating income increase and reduced CapEx in 2024. He confirmed the initiative will continue in 2025 to drive further bottom-line growth and cash flow improvement. While not providing a specific number, he said the 2025 CapEx plan will focus on network efficiency and AI growth, continuing a medium-term stabilization trend.

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