| 前收盘价格 | 34.12 |
| 成交量 | 2,656,641 |
| 预期市盈率 (P/E Forward) | 13.51 |
| 价格/销量 (P/S) | 1.11 |
| 股市价格/股市净资产 (P/B) | 1.34 |
| 52周波幅 | |
| 股息率 (DY TTM) | 1.82% |
| 营业毛利率 | 7.03% |
| 营业利益率 (TTM) | 12.72% |
| 稀释每股收益 (EPS TTM) | 2.32 |
| 季度收入增长率 (YOY) | -0.50% |
| 季度盈利增长率 (YOY) | 3.20% |
| 总债务/股东权益 (D/E MRQ) | 92.39% |
| 流动比率 (MRQ) | 0.870 |
| 营业现金流 (OCF TTM) | 5.22 T |
| 杠杆自由现金流 (LFCF TTM) | 3.06 T |
| 资产报酬率 (ROA TTM) | 3.81% |
| 股东权益报酬率 (ROE TTM) | 11.37% |
新闻情绪
正面
AIStockmoo 评分
| 价值 30% | -0.3 |
| AI Insight 参考 | NA |
| 相对估值 参考 | NA |
| 财务健康 参考 | -0.3 |
| 时机 30% | 2.2 |
| AI Technical 参考 | NA |
| 技术振荡指标 参考 | 2.0 |
| 技术平均移动指标 参考 | 2.5 |
| 市场情绪 20% | 0.5 |
| 分析师共识 参考 | 0.0 |
| 新闻情绪 参考 | 1.8 |
| 聪明钱 20% | 2.0 |
| 内部交易活动 参考 | NA |
| 机构资金流 参考 | 2.0 |
| 市场环境 | ×0.79 |
| 宏观环境 参考 | -3.3 |
| 行业对比大市 (6个月) | -15.9% |
| 支柱一致性 | ×1.18 |
| 不计入评分 | |
| 价格波动 参考 | -3.2 |
| 最终评分 | 1.00 |
市场趋势
| 短期 | 中期 | ||
| 行业 | Telecom Services (US) | 混合的 | 看涨 |
| Telecom Services (全球的) | 混合的 | 混合的 | |
| 股票 | SK Telecom Co., Ltd. | - | - |
相关股票
| 股票 | 市值 | DY | P/E（TTM） | P/B |
|---|---|---|---|---|
| SKM | - | 1.82% | - | 1.34 |
| BCE | - | 6.45% | - | 1.35 |
| VZ | - | 5.58% | - | 1.84 |
| TU | - | 9.61% | - | 1.45 |
| TLK | - | 6.19% | - | 1.66 |
| T | - | 4.29% | - | 1.41 |
|
SK Telecom is South Korea's largest wireless telecom operator, with 32 million mobile customers. The firm also owns SK Broadband (formerly Hanaro Telecom), which has 7.2 million broadband customers and 9.5 million pay TV customers (6.7 million IPTV and 2.8 million Cable TV). While the firm also purchased stakes in businesses in security and semiconductor memory production, as well as developing e-commerce and internet platform businesses, these were all spun off into the separate SK Square business in November 2021. The company was formed after SK Group purchased KT’s mobile business in 1994. |
|
| 部门 | Communication Services |
| 行业 | Telecom Services |
| 投资方式 | Large Value |
| 机构持股比例 | 7.10% |
所有权
| 姓名 | 日期 | 持有股份 |
|---|---|---|
| Robeco Institutional Asset Management B.V. | 30 Sep 2026 | 2,923,202 |
| Nomura Investment Management Business Trust | 30 Jun 2026 | 2,656,789 |
| Mawer Investment Management Ltd. | 30 Sep 2026 | 1,618,447 |
| Creative Planning | 30 Sep 2026 | 1,132,192 |
| Sg Americas Securities, Llc | 30 Jun 2026 | 1,105,621 |
| Point72 Asset Management, L.P. | 30 Jun 2026 | 715,027 |
| Incline Global Management Llc | 30 Jun 2026 | 634,809 |
| South Street Advisors Llc | 30 Sep 2026 | 599,520 |
该时间范围内无数据。
机构
机构持股比例: 11.63%
| 持仓变动 | 机构数 | 股数 |
|---|---|---|
| 增持 | 192 | 10,655,300 |
| 减持 | 133 | 7,529,694 |
| 新建仓 | 68 | 3,885,150 |
| 清仓 | 34 | 2,179,771 |
来源：经Nasdaq的SEC 13F申报，最新申报截至30 Sep 2026。申报在每季结束后45天内陆续提交。
| 日期 | 类型 | 细节 |
|---|---|---|
| 09 Nov 2026 | Yahoo Finance |
NVIDIA, Rebellions and SK Telecom Announce Collaboration to Advance Sovereign AI Infrastructure With NVIDIA NVLink Fusion
Korean-Designed AI Processors and Models to Build on NVIDIA NVLink Fusion and MGX Infrastructure for Rack-Scale Inference NVIDIA NVLink Fusion NVIDIA, Rebellions and SK Telecom today announced a collaboration to advance Korea’s sovereign AI infrastructure — using NVIDIA NVLink Fusion to bring… |
| 04 Nov 2026 | Yahoo Finance |
SK Telecom (SKM) Q3 2026 Earnings Call Transcript
AI data center plans advance as profitability holds above KRW 500 billion. |
| 04 Nov 2026 | Yahoo Finance |
SK Telecom Co Ltd (SKM) (Q3 2026) Earnings Call Highlights: Revenue Jumps 13. ...
SK Telecom Co Ltd (SKM) posts a third straight quarter of operating income above KRW 500 billion while advancing its AI data center pipeline and 5G SA commercialization plans. |
| 04 Nov 2026 | Yahoo Finance |
SK Telecom Q3 Earnings Call Highlights
SK Telecom (NYSE:SKM) reported third-quarter 2026 consolidated revenue of KRW 4,497.3 billion, up 3.2% from the prior quarter and 13.1% from a year earlier, as mobile service revenue increased. Consolidated operating income totaled KRW 552.3 billion, marking the third consecutive quarter above KRW 5… |
| 04 Nov 2026 | Yahoo Finance |
SK Telecom: Q3 Earnings Snapshot
SEOUL, Korea, Republic Of (AP) — SEOUL, Korea, Republic Of (AP) — SK Telecom Co. (SKM) on Wednesday reported net income of $291… |
| 28 Oct 2026 | Yahoo Finance |
What Investors Got Wrong Before SK Telecom's Rally
SK Telecom entered 2026 with analysts split between a bullish AI and 5G expansion story on one side and worries about cyber fallout and heavy capital spending on the other. Holding SK Telecom from the start of the year would have returned 40.2%, including dividends. If you had bought then, you… |
| 22 Oct 2026 | Yahoo Finance |
SK Group’s data center unit seeks funding for $350 bln AI buildout - Bloomberg
Investing.com-- SK Hyper, a data center unit of South Korea's SK Group, is in talks with major technology companies and financial investors to fund a planned $350 billion artificial intelligence infrastructure buildout, Bloomberg News reported on Friday. |
| 28 Sep 2026 | Yahoo Finance |
Samsung Stock Drops 5.4% as AI-RAN Contracts Broaden the Chip Story
Two Korean carriers selected Samsung for government-backed network projects, although financial terms remain undisclosed. |
| 07 Sep 2026 | Yahoo Finance |
South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of Reality
South Korea just promised free, unlimited AI to 51 million citizens, and the chipmakers supplying the hardware are already booking it as a win. But the gap between that promise and the compute reality behind it exposes something investors are missing. |
| 31 Aug 2026 | Yahoo Finance |
Starbucks Upgraded, Ralph Lauren Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader… |
| 28 Aug 2026 | Yahoo Finance |
SK Telecom's SK Horizon Spinoff: A New AI Growth Engine for SKM?
SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy. |
| 28 Aug 2026 | Yahoo Finance |
KKR, IMM to back SK Telecom’s new AI data centre unit with $2.23bn
SK Telecom said the move “strengthen[s] its AIDC [AI data centre] operational expertise”. |
| 27 Aug 2026 | Yahoo Finance |
Here’s How Global Bond Managers Are Playing Higher Yields
Over the past week, trade negotiations between the U.S. and Canada broke down; U.K.-Russia tensions mounted after U.K. Prime Minister Andy Burnham reaffirmed his support for Ukraine; and the U.S. unveiled new sanctions on Iran in what President Donald Trump called an “Economic D-Day.” Recent… |
| 27 Aug 2026 | Yahoo Finance |
SK Telecom Launches AI Data Center Infrastructure Company 'SK Horizon' and Secures Investments from KKR and IMM
SK Telecom (NYSE: SKM, hereinafter "SKT") today announced that it will split its wholly owned subsidiary SK Broadband into a surviving company (SK Broadband) and a newly established company (SK Horizon). In connection with the spinoff, SKT has entered into a definitive agreement with funds managed… |
| 26 Aug 2026 | Yahoo Finance |
Zacks Investment Ideas feature highlights: SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom
SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom have been highlighted in this Investment Ideas article. |
| 25 Aug 2026 | Yahoo Finance |
Anthropic IPO: What it Means for Wall Street
By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut. |
| 显示更多 | ||
投资组合