Group 1 - The People's Bank of China has increased its gold reserves for eight consecutive months, with the latest figures showing a rise of 70,000 ounces to a total of 73.9 million ounces as of the end of June [2] - By the end of 2027, China aims to have over 100,000 high-power charging facilities nationwide, focusing on local economic development and the promotion of new energy vehicles [2] - The Shanghai Stock Exchange and the China Securities Index Company will launch several specialized indices on July 21, including the Shanghai Stock Exchange Specialized New Index and the China Securities Specialized New 100 Index [3] Group 2 - A new mandatory national standard for passenger car braking systems will take effect on January 1, 2026, introducing requirements for electric transmission braking systems and emergency braking signals [3] - An international standard for testing scenarios of autonomous vehicle systems has been officially released, detailing evaluation processes and testing methods [4] - The U.S. President has signed an executive order extending the delay for "reciprocal tariffs" until August 1, affecting imports from 14 countries with varying tariff rates [8][5] Group 3 - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.94%, the Nasdaq down 0.92%, and the S&P 500 down 0.79%, impacting stocks of Japanese and Korean companies listed in the U.S. [5] - Companies such as Nissan and Toyota experienced significant stock drops, with Nissan down over 7% and Toyota down nearly 4% [5] - The market sentiment is shifting towards a balanced approach, with a focus on large-cap stocks and potential inflows of incremental capital in July [8][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. ...

Group 1 - The article discusses the performance of KT, a Korean Telecom company, highlighting its declining margins and consistent earnings misses [1] - The author expresses a lack of confidence in KT's financial outlook, suggesting a flight to safety among investors [1] Group 2 - The author has extensive experience in investment analysis, focusing on deep-discount value plays and underappreciated companies [1] - The article reflects a contrarian investment philosophy, aiming to identify companies that can return value to investors [1]

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 ...

Core Insights - SK Telecom has formed a strategic partnership with Schneider Electric to collaborate on mechanical, electrical, and plumbing (MEP) systems for artificial intelligence data centers (AIDCs) [1][2] - The partnership aims to enhance the stability and efficiency of AIDCs from construction to operational capability [2][3] - The collaboration will initially focus on the development of hyperscale AIDCs in key regions in Korea, with plans for global market expansion [3][4] Company Overview - SK Telecom has been a leader in the mobile industry since 1984 and is transitioning into an AI-focused company, emphasizing AI Infrastructure, AI Transformation, and AI Service [6] - Schneider Electric is recognized for its comprehensive integrated infrastructure solutions for AI data centers, covering all stages from design to operation [2][4] Strategic Goals - The partnership is expected to generate significant synergies by combining SK Telecom's AIDC expertise with Schneider Electric's MEP capabilities, ultimately enhancing efficiency and performance in AIDC infrastructure [4][5] - The collaboration will serve as a foundation for expanding AIDC projects into global markets, strengthening SK Telecom's competitiveness [4][5]

Corporate Governance - The board of directors has resolved to call the annual general meeting of shareholders on March 26, 2025, to approve the financial statements for the fiscal year 2024[4]. - The total amount of remuneration paid to directors for fiscal year 2024 was Won 5,781,914,670, with a maximum authorized amount for fiscal year 2025 set at Won 10,000,000,000[16]. - The company plans to amend its Articles of Incorporation to enhance dividend predictability by allowing the record date for quarterly dividends to be set after the Board's resolution[7]. - The company appointed Kang, Dong-soo as a non-executive director, who has extensive experience in business strategy and finance, expected to contribute to growth in telecommunications and AI sectors[11]. - Kim, Changbo has been nominated as an independent non-executive director and audit committee member, bringing expertise in risk management and compliance[12][14]. - The number of directors will decrease from nine to eight if the appointment agenda is approved at the annual general meeting[16]. - The company aims to strengthen the independence and expertise of the audit committee through the appointment of qualified candidates[17]. - The company emphasizes the importance of management transparency and shareholder rights protection through the appointment of independent directors[17]. Financial Performance - Operating revenue for 2024 reached W 17,940,609 million, an increase of 1.88% from W 17,608,511 million in 2023[22]. - Operating profit for 2024 was W 1,823,409 million, up 4.00% compared to W 1,753,204 million in 2023[22]. - Profit for the year increased to W 1,438,795 million in 2024, representing a growth of 25.59% from W 1,145,937 million in 2023[24]. - Basic earnings per share rose to W 6,023 in 2024, a 21.58% increase from W 4,954 in 2023[22]. - The company reported a total comprehensive income of W 1,599,571 million for 2024, up from W 1,121,970 million in 2023, indicating a growth of 42.66%[24]. - The company plans to continue expanding its market presence and investing in new technologies to drive future growth[22]. - Profit for the year increased to W 1,438,795 million in 2024, up from W 1,145,937 million in 2023, representing a growth of 25.5%[29]. Assets and Liabilities - Current assets increased to 5.3 million won as of December 31, 2024, compared to 4.3 million won in 2023, reflecting a growth of approximately 23.3%[19]. - Total assets as of December 31, 2024, were W 30,515,255 million, compared to W 30,119,227 million in 2023, reflecting a growth of 1.31%[20]. - Total liabilities increased to W 18,635,921 million in 2024, up from W 17,890,828 million in 2023, marking a rise of 4.15%[20]. - Shareholders' equity attributable to owners of the Parent Company was W 11,750,327 million in 2024, compared to W 11,389,046 million in 2023, an increase of 3.17%[20]. - Non-controlling interests decreased significantly from W 839,353 million in 2023 to W 129,007 million in 2024[20]. Cash Flow - Net cash provided by operating activities rose to W 5,087,285 million in 2024, compared to W 4,947,205 million in 2023, an increase of 2.8%[30]. - Net cash used in investing activities decreased to W (2,711,827) million in 2024 from W (3,352,905) million in 2023, reflecting a reduction of 19.1%[30]. - Cash inflows from financing activities totaled W 1,552,192 million in 2024, down from W 2,416,817 million in 2023, a decline of 35.8%[30]. - The company reported a net increase in cash and cash equivalents of W 565,605 million in 2024, compared to a decrease of W (426,690) million in 2023[30]. Investments and Subsidiaries - SK Telecom established a new subsidiary, Astra AI Infra LLC, in 2024, while several subsidiaries were excluded from consolidation due to liquidation or loss of control[39]. - The non-controlling interest in SK Broadband Co., Ltd. decreased in 2024, resulting in no material non-controlling interests for the Group as of December 31, 2024[40]. - Total assets of SK Broadband Co., Ltd. reached W 6,806,280 million in 2024, with total liabilities of W 3,760,426 million and total equity of W 3,045,854 million[37]. - Revenue for SK Broadband Co., Ltd. was W 4,415,270 million in 2024, an increase from W 4,281,932 million in 2023, showing a growth of 3.1%[37]. Tax and Compliance - The Group expects the exposure to Pillar Two income tax, effective January 1, 2024, to be immaterial based on recent assessments[57]. - The Group assesses uncertainty over income tax treatments and reflects the effect of uncertainty using the most likely amount or expected value methods[183]. - Deferred tax assets and liabilities are measured at expected tax rates applicable when the asset is realized or the liability is settled[181]. Accounting Policies - The Group applies hedge accounting for derivatives to manage interest rate and foreign exchange risks, with changes in fair value recognized in other comprehensive income for effective hedges[104]. - Property and equipment are initially measured at cost and depreciated over their estimated useful lives, which range from 3 to 40 years depending on the asset type[110]. - Intangible assets are measured at cost and amortized on a straight-line basis, except for those with indefinite useful lives such as club memberships and brands[113]. - The Group derecognizes financial assets when contractual rights to cash flows expire or when risks and rewards of ownership are transferred[88]. Research and Development - Expenditures on research activities are recognized in profit or loss as incurred, while development expenditures are capitalized only if they meet certain criteria[116].