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SKM · NYSE · STOCK

SK Telecom Co.,Ltd

Communication Services Updated August 11, 2026
$33.69
52W $19.66 – $47.18
48/100
$12.93B
26.0
0.64
AI Committee Verdict
Watch
48/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is SKM Bullish or Bearish?

Mixed. Innellis AI committee rates SK Telecom Co.,Ltd (SKM) Watch with a composite score of 48/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +11.81 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -8.19 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -4.9% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 0.9x is a discount to asset value — Value
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 50.8 is expensive by classic value standards — Value
  • ROE of only 2.9% -- cheap may mean cheap for a reason — Value
  • Revenue declining -4.9% YoY -- this is not a growth story right now — Growth
  • EPS declining -71.0% YoY despite any revenue growth — Growth
  • Bollinger bandwidth of 22.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
48/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 90%
of 51 Communication Services peers
Value Analyst neutral
43 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 0.9x is a discount to asset value
− P/E of 50.8 is expensive by classic value standards
Growth Analyst bearish
18 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -4.9% YoY -- this is not a growth story right now
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 22.5% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
51.6
Neutral
MACD Histogram
0.264
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$27.93
Resistance
$40.41
Bollinger %B
0.59
Inside Bands
Price vs Moving Averages
EMA 9
$33.67 Above
EMA 21
$33.40 Above
EMA 50
$33.93 Below
EMA 200
$30.83 Above

Fundamental Analysis

Valuation
85
Profitability
13
Financial Health
58
Cash Flow
70
Valuation
P/E Ratio 26.0×
P/B Ratio 1.41×
PEG Ratio -0.89
Dividend Yield 1.93%
52W High $47.18
52W Low $19.66
Quality & Growth
ROE 327.7%
ROA 135.7%
Gross Margin 1316.5%
Operating Margin 745.2%
Revenue Growth YoY
Debt / Equity 0.82
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 26.0 (moderate relative to a 15-40x range); Price-to-book of 1.4x; PEG ratio of -0.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 3.3%; Return on assets of 1.4%; Net margin of 4.4%; Gross margin of 13.2%; Current ratio of 1.18 (tight short-term liquidity); Debt-to-equity of 0.82; Free cash flow per share is positive (4466.69); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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