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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

Question · Q4 2024

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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Fintool

Fintool can predict SK TELECOM CO logo SKM's earnings beat/miss a week before the call

Jeong Jisoo's questions to KT (KT) leadership

Question · Q1 2024

Jisoo Jeong from Meritz Securities asked for details on KT's AI strategy, whether the KRW 501 quarterly dividend implies a KRW 2,001 annual payout, and about future shareholder return plans.

Answer

CFO Jang Min outlined a three-pillar AI strategy focused on enhancing core CT capabilities, developing new AI-powered business opportunities, and innovating media platforms. Regarding dividends, he stated that while future payouts require board approval, KT aims to meet market expectations. He also pointed to the recent treasury share cancellation as an example of ongoing shareholder return efforts.

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Fintool

Fintool can predict KT logo KT's earnings beat/miss a week before the call