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Lee Chan-young

Senior Analyst at Eugene Investment & Securities

Lee Chan-young is a Senior Analyst at Eugene Investment & Securities, specializing in South Korea’s telecommunications sector with a focus on leading companies such as KT, LG Uplus, and SK Telecom. He has published actionable research on major earnings results and strategic shifts, including LG Uplus's outperformance in revenue growth and KT’s AI expansion in partnership with Microsoft, with his insights frequently cited by the financial press for identifying market-moving trends. Lee began his career in equity research prior to joining Eugene Investment & Securities and has developed a reputation for timely, data-driven coverage of telecom industry disruptions and structural shifts. While specific licensing and ranking information is not publicly disclosed, his analyses are widely followed by investors and corporates in the Korean capital markets.

Lee Chan-young's questions to KT (KT) leadership

Question · Q3 2025

Lee Chan-young from Eugene Investment & Securities asked about the estimated financial impact of the recent hacking incident, specifically regarding customer compensation and future security enhancement investments. Lee also sought clarification on whether these costs were reflected in Q3 results or would be recognized in upcoming quarters, including their timing and scale.

Answer

KT CFO Min Jang explained that a comprehensive compensation plan is being implemented for affected customers, including free USIM replacements starting November 5th. The final scale of compensation will depend on ongoing investigations by government and police. Min Jang clarified that USIM replacement costs will be recognized in Q4, while other benefits like free data or handset discounts will be booked when incurred. KT has already announced plans to invest over KRW 1 trillion in information security over the next five years, noting this is not overly burdensome given past annual investments of KRW 120-130 billion.

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Question · Q3 2025

Lee Chan-young from Eugene Investment & Securities asked about the estimated financial impact of KT's recent hacking incident, including customer compensation and future security investments. He also sought clarification on whether these costs were reflected in Q3 2025 or would be recognized in future quarters, along with their timing and scale.

Answer

CFO Min Jang explained that a comprehensive compensation plan is in place, including free USIM replacement for all customers, with the final scale to be determined after ongoing investigations. USIM replacement costs will be recognized in Q4 2025, while other benefits will be booked when incurred. KT plans to invest over KRW 1 trillion in information security over the next five years, which is not considered overly burdensome given historical investment levels.

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