Industry Overview - The Zacks Wireless Non-US industry is positioned to benefit from strong demand trends driven by the increasing need for connectivity in the digital age, despite facing challenges such as high capital expenditures, margin erosion, and supply chain disruptions [1][5] - The industry includes mobile telecommunications and broadband service providers that offer voice services, IoT solutions, content streaming, and various IT services [3] Growth Opportunities - Companies like América Móvil, TIM, and SK Telecom are expected to capitalize on long-term growth opportunities due to rising demand for scalable infrastructure and the proliferation of IoT and 5G deployment [2] - The industry is focusing on network optimization to meet the growing demand for coverage, speed, and quality, necessitating significant investments in advanced networking architecture [4] Challenges - The industry is currently facing challenges such as a shortage of chips, high raw material prices due to geopolitical conflicts, and increased competition from over-the-top service providers, which are impacting profitability [5] - Price-sensitive competition is expected to intensify, affecting customer retention and overall financial results [5] Strategic Focus - Industry players are taking steps to enhance subscriber growth and manage churn, including geographical expansion and strategic acquisitions [6] - Companies are adopting unlimited plans to improve average revenue per user and are focusing on increasing customer loyalty and handset connections [6] Market Performance - The Zacks Wireless Non-US industry has outperformed the broader Zacks Computer and Technology sector and the S&P 500, gaining 51.7% over the past year compared to 16.5% and 22.9% for the S&P 500 and sector, respectively [9] - The industry currently holds a Zacks Industry Rank of 81, placing it in the top 33% of over 250 Zacks industries, indicating positive near-term prospects [7][8] Valuation Metrics - The industry has a trailing 12-month EV/EBITDA ratio of 4.37X, significantly lower than the S&P 500's 18.88X and the sector's 19.01X, suggesting potential undervaluation [12] Notable Companies - **SK Telecom**: A leading telecommunications provider in South Korea, focusing on 5G and AI technologies, with a stock gain of 38.2% over the past year and a Zacks Rank of 1 (Strong Buy) [14] - **América Móvil**: The largest telecommunications provider in Latin America, with a stock gain of 47.1% and a Zacks Rank of 2 (Buy) [17] - **TIM**: A major communication service provider in Brazil, focusing on 5G rollout and achieving a stock gain of 76% over the past year, with a long-term earnings growth expectation of 18.7% [20]

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SK Telecom (NYSE:SKM) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsByung-chan Bae - Head of MNO SupportDong-hui Choi - Head of AI Strategy PlanningJong-seok Park - CFOTaehee Kim - Head of Investor RelationsNone - TranslatorConference Call ParticipantsHoe‑jae Kim - Research AnalystTae‑hyun Kim - Equity Research AnalystOperatorGood morning and good evening. Thank you all for joining the conference call for the SK Telecom earnings results. This conference will start with a presentati ...

SK Telecom (NYSE:SKM) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsByung-chan Bae - Head of MNO SupportDong-hui Choi - Head of AI Strategy PlanningJong-seok Park - CFOTaehee Kim - Head of Investor RelationsNone - TranslatorConference Call ParticipantsHoe‑jae Kim - Research AnalystJae‑min Ahn - Research AnalystTae‑hyun Kim - Equity Research AnalystOperatorGood morning and good evening. Thank you all for joining the conference call for the SK Telecom earnings results. This conferenc ...

SK Telecom (NYSE:SKM) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Speaker3Good morning and good evening. Thank you all for joining the conference call for the SK Telecom earnings results. This conference will start with a presentation, followed by a Q&A session. If you have a question, please press star and one on your phone during the Q&A. Now, we will begin the presentation on SK Telecom's fourth quarter of fiscal year 2025 earnings results.Speaker4Good afternoon. I am Tae-hee Kim, IR of SK Teleco ...

SK telecom Investor Briefing Earnings for FY2025 2026.2.5. Disclaimer This presentation contains forward-looking statements with respect to the financial condition, results of operations, and business of SK Telecom (the "Company", or "SKT") and its subsidiaries, and plans and objectives of the management of the Company. The forward-looking statements are influenced by unknown risks, uncertainties, and other factors that may impact the actual performance and results of the Company. The Company does not make ...

Key Takeaways FUTU, FET, DG and SKM were screened for low beta, recent gains, strong volume and price above $5.FUTU, FET, DG and SKM were screened for low beta, recent gains, strong volume and price above $5.FET is reducing debt and investing strategically to meet rising global energy demand.The U.S. stock market will remain volatile as investors are worried about who will lead the Federal Reserve. The possibility of a government shutdown is adding to the concerns.Amid the increasing fears, one can also bet ...

Core Viewpoint - SK Telecom has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in a company's earnings picture, which is crucial for predicting near-term stock price movements [2][4]. - Rising earnings estimates for SK Telecom indicate an improvement in the company's underlying business, likely leading to an increase in stock price [5][8]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7][9]. - The upgrade of SK Telecom to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions - For the fiscal year ending December 2025, SK Telecom is expected to earn $0.56 per share, which remains unchanged from the previous year, but the Zacks Consensus Estimate has increased by 6.3% over the past three months [8].

Core Viewpoint - South Korean mobile carrier SK Telecom has launched its in-car AI system, Auto, which is integrated into Renault Korea's new model, Filante, enhancing driver interaction and safety [1]. Group 1: Company Developments - SK Telecom's stock surged by 12.2% in pre-market trading following the announcement of the new AI system [1]. - The AI system, Auto, is designed to understand driver behavior and real-time driving conditions, allowing for hands-free operation [1]. Group 2: Market Performance - The pre-market price of SK Telecom reached 23.550, an increase of 2.560 from the previous close [2]. - The stock's trading volume was 584,000 shares, with a market capitalization of 80.55 billion [2].

Core Insights - The article emphasizes the importance of looking beyond U.S. large caps for investment opportunities, particularly in undervalued international stocks [1][3][9] - The Benzinga Value Ranking is introduced as a systematic, numbers-driven tool to identify the cheapest stocks globally based on multiple valuation metrics [2][5] Investment Strategy - Investors are encouraged to focus on the top decile of the Benzinga Value Ranking, specifically targeting non-U.S. stocks to access the cheapest part of the global market [7][9] - The current market environment is characterized by extreme valuation dispersion outside the U.S., with many profitable companies trading at low earnings multiples [4][6] Company Highlights - **POSCO Holdings (NYSE:PKX)**: A leading steel producer in South Korea, trading at discounted multiples despite controlling high-quality assets [11] - **Sasol Ltd. (NYSE:SSL)**: An integrated energy and chemicals company in South Africa, generating substantial cash flow but heavily discounted due to past operational issues [12] - **Korea Electric Power Corp. (NYSE:KEP)**: The backbone of South Korea's power system, facing extreme low valuation multiples due to government pricing controls [13] - **LuxExperience (NYSE:LUXE)**: A niche luxury travel company in the Netherlands, undervalued due to lack of investor attention rather than demand collapse [14] - **Gerdau (NYSE:GGB)**: Brazil's largest long steel producer, trading at low multiples despite consistent cash flow generation [15] - **Honda Motor (NYSE:HMC)**: A global manufacturing leader in Japan, undervalued due to lack of hype around its steady profits and cash flow [16] - **SK Telecom (NYSE:SKM)**: South Korea's largest wireless carrier, undervalued due to low growth expectations despite reliable cash generation [18] - **Jiayin Group (NASDAQ:JFIN)**: A Chinese fintech company facing regulatory uncertainty, leading to extreme valuation discounts [19] - **FinVolution Group (NYSE:FINV)**: Another Chinese fintech platform, similarly undervalued due to regulatory challenges and investor distrust [20] - **KT Corp. (NYSE:KT)**: A leading telecommunications provider in South Korea, generating stable cash flow but facing compressed valuation multiples [21]