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SK Telecom Co., Ltd. (ADR)
Communication Services · Diversified Telecommunication Services
5-9x). But the carrier is not the story. 6B-cap company.
CORRECTION: SK Telecom does NOT own SK hynix. The ~20.5% hynix stake was spun off to SK Square in Nov-2021; this is a common retail misattribution. SKT's AI exposure is Anthropic plus its own AI-datacenter buildout, not memory.
(1) Anthropic proxy at an early vintage, marked at the USD965B Series H, with hold-through-IPO intent (IPO targeted H2-2026, possibly Oct) confirmed by the CEO in Tokyo on Jun-10. (2) Deepening operational tie: joined Anthropic's invite-only Project Glasswing Jun-2026 with early access to the gated Claude Mythos cybersecurity model; Anthropic is seeking compute SKT intends to supply.
7% dividend plus a Korea Value-Up re-rate tailwind. (4) Gigawatt-scale AI Cloud with NVDA targeted 2027.
(1) The Anthropic mark is unrealized until the IPO; a down-round or delay re-rates the narrative. (2) Core telecom is ex-growth (revenue ~flat, earnings -12% YoY). (3) Valuation has run on the proxy story (fwd P/E ~16; trailing inflated by depressed earnings).
(4) KRW plus ADR access friction and chaebol governance overhang.
No major news in the last 7 days for SKM - only listicles and opinion pieces, which we filter out by default. See everything anyway.
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