SK Telecom Is The Flight To Telecom Safety We Were Looking For

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]