公司分析 - SK Telecom Co Ltd 近期推出基于GPT-3的新服务并投资AI技术 [1] - 公司股价近期出现变动 同时发布新年度报告 [1] 行业覆盖 - 分析师关注欧美及南美中小市值公司 覆盖成熟行业如矿业 石油天然气 房地产等 [1] - 投资策略偏好并购交易 深度价值投资及股息投资 目标内部回报率5%-7% [1] 财务指标 - 分析师提供对未来EPS 净收入 自由现金流等财务指标的预测 [1] 投资持仓 - 分析师持有SKM股票多头仓位 包括股票所有权或衍生品 [2]

央行与外汇储备 - 中国6月末外汇储备3.317万亿美元，环比增加320亿美元 [2] - 黄金储备7390万盎司，环比增加7万盎司，央行连续8个月增持黄金 [2] 大功率充电设施政策 - 四部门联合发布通知，要求因地制宜发展大功率充电设施，目标到2027年底全国超过10万台 [2] - 重点布局即充即走场景，结合当地经济水平和新能源汽车推广力度 [2] 专精特新指数发布 - 上交所与中证指数公司将于7月21日发布上证科创板专精特新指数、上证专精特新指数及中证专精特新100指数 [3] - 深交所同日发布深证专精特新指数（399268）和创业板专精特新指数（399267） [3] 乘用车制动系统新国标 - 新国标将于2026年1月1日实施，新增电力传输制动、电力再生制动等要求 [3] - 明确禁止默认状态下通过松开油门踏板减速至停车，需通过制动踏板完成刹停 [3] 自动驾驶国际标准 - 中国牵头制定的自动驾驶系统测试场景国际标准发布，规定测试场景评价流程与试验方法 [4] - 明确测试场景暴露率、复杂度、危险度等评价指标 [4] 美国关税政策动态 - 特朗普延长"对等关税"暂缓期至8月1日 [4] - 计划对14国加征关税，税率从25%（日本、韩国）至40%（老挝、缅甸） [5] - 美股受影响，日产汽车跌超7%，丰田汽车跌近4%，韩国SK电信跌超7% [5] 公司动态 - 瑞芯微上半年净利同比预增185%到195% [7] - 英联股份上半年净利同比预增360.57%—460.7% [7] - 利尔化学上半年净利润同比预增185.24%—196% [7] - 工业富联二季度净利润预增约50% [7] - 蓝黛科技筹划控制权变更，股票停牌 [7] 券商观点 - 招商证券认为7月市场偏大盘风格为主，成长价值或相对均衡 [8] - 中原证券建议关注消费与红利资产，消费领域政策支持和需求回暖明显 [9]

Analyst’s Disclosure: I/we have a beneficial long position in the shares of SKM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or s ...

Investors looking for stocks in the Wireless Non-US sector might want to consider either SK Telecom (SKM) or TeliaSonera AB (TLSNY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Sty ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental analysis to find companies that they beli ...

SEOUL, South Korea, April 29, 2025 /PRNewswire/ -- On April 29, 2025, SK Telecom Co., Ltd. filed its Annual Report on Form 20-F for the year ended December 31, 2024 with the U.S. Securities and Exchange Commission. The 2024 Annual Report on Form 20-F can be viewed on www.sktelecom.com, as well as from the website of the U.S. Securities and Exchange Commission at www.sec.gov. Printed copies of SK Telecom's complete audited financial statements (including footnotes) as of and for the year ended December 31, 2 ...

Table of Contents As filed with the Securities and Exchange Commission on April 29, 2025 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of event requiring this shell company report For the transition period from to Commission file number 1-14418 SK Telecom Co., Ltd. ...

Last week I wrote up an article about KT , the Korean Telecom company that I didn’t care for looking at the flight to safety. Their margin was falling, and they kept missing earnings estimates. So, then I gotI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecr ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 FOR THE MONTH OF APRIL 2025 COMMISSION FILE NUMBER: 333-04906 SK Telecom Co., Ltd. (Translation of registrant's name into English) 65, Eulji-ro, Jung-gu Seoul 04539, Korea (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover ...

文章核心观点 SK Telecom与施耐德电气在2025年世界移动通信大会上宣布建立战略合作伙伴关系，双方将在人工智能数据中心的机电和管道系统方面展开合作，期望产生显著协同效应，加强SK Telecom在人工智能数据中心的竞争力并加速其全球扩张 [1][4] 合作双方情况 - SK Telecom自1984年以来引领移动行业增长，正以AI为核心业务向具有强大全球影响力的AI公司转型，专注于AI基础设施、AI转型和AI服务领域创新 [6] - 施耐德电气是能源管理和自动化领域全球领导者，也是人工智能数据中心电力和配电技术领先公司，提供从设计、建设到运营各阶段的综合集成基础设施解决方案 [1][2] 合作内容 - 双方将在韩国关键地区的超大规模人工智能数据中心建设和开发上展开合作，合作范围涵盖整个机电和管道系统领域，包括组件和产品解决方案以及咨询服务 [3] - 合作旨在结合SK Telecom的人工智能数据中心专业知识与施耐德电气在机电系统、电力、冷却和集成数据中心管理方面的能力，创造强大协同效应，提高人工智能数据中心基础设施的效率和性能 [4][5]