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    Sun Jung Lee

    Director and Equity Research Analyst at Bank of America

    Sun Jung Lee is a Director and Equity Research Analyst at Bank of America, specializing in the coverage of the South Korean retail and consumer sectors. She provides in-depth analysis and investment recommendations on key companies such as Samsung Electronics, LG Household & Health Care, Emart, and CJ CheilJedang, among others. Since joining Bank of America in 2015, she has established a strong reputation for her thorough research and actionable insights, earning recognition for her accurate stock calls and sector expertise. Sun Jung Lee holds valid FINRA registrations and relevant securities licenses, underpinning her credibility and professionalism in the investment research industry.

    Sun Jung Lee's questions to SK TELECOM CO (SKM) leadership

    Sun Jung Lee's questions to SK TELECOM CO (SKM) leadership • Q4 2024

    Question

    Sun Jung Lee of Bank of America asked for more details on the monetization strategy for the 'A.' AI service, particularly its subscription model, and for an update on the global 'Aster' service. She also questioned the current marketing environment and future strategy following the lifting of the handset subsidy ban.

    Answer

    Ji Hoon Kim, Head of AI Business Strategy, confirmed a subscription model for 'A.' is being planned. Jae Shin Lee, Head of AI Growth Strategy, stated 'Aster' will launch a U.S. beta in H1 2025. An executive from the Marketing Strategy Team noted the market remains stable despite the subsidy ban change, citing higher handset costs and longer replacement cycles, and that SKT will focus on personalized value.

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