SK Telecom (SKM)

• Market cap: $8.3B
• 1 day: 0.65%
• 5 days: 0.98%
• 1 month: -3.39%
• 3 months: -0.60%
• 6 months: -10.73%
• Year to date: 2.22%
• 1 year: -2.21%
• 5 years: 39.43%
• 10 years: -23.70%
• Sector: Communication Services
• Industry: Radiotelephone Communications

About: 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 9.6 million pay TV customers (6.8 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.

Employees: 26,195

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

21% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 57

5% more funds holding

Funds holding: 175 [Q3] → 184 (+9) [Q4]

0.19% more ownership

Funds ownership: 10.66% [Q3] → 10.85% (+0.19%) [Q4]

4% less capital invested

Capital invested by funds: $510M [Q3] → $491M (-$19.4M) [Q4]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K