SKM SK Telecom Co., Ltd. ADR Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
18:29
12 авг
12 авг
Author expects PENG to break out above $60 with an August 17th investor conference catalyst.
Author expects PENG to break out above $60 with an August 17th investor conference catalyst and multiple advanced computing partnerships, while naming NVDA, MRVL, SKM, SKHY, and DELL as read-through beneficiaries rather than explicit positions.
06:34
12 авг
12 авг
SKM ecosystem with Rebellions is coming together
Notes SKM's significant stake in Rebellions and its partnership with Penguin Solutions via SK Group, suggesting the AI chip ecosystem is consolidating; stops short of a trade recommendation.
Низ.
11:00
10 авг
10 авг
Author calls PENG's current entry price very attractive for the long term.
Author calls PENG's current entry price very attractive for the long term, backed by NVDA and SKM, framing it as a high-conviction long-term investment.
Низ.
05:59
28 июл
28 июл
SK Telecom shares plunge 17 percent in a sharp decline reported by the news wire.
00:40
28 июл
28 июл
SK Telecom shares fell 13% in trading, marking a significant decline for the South Korean.
SK Telecom shares fell 13% in trading, marking a significant decline for the South Korean telecom company.
00:27
27 июл
27 июл
Author speculates on Penguin's likely involvement in a South Korean AI cluster buildout based.
Author speculates on Penguin's likely involvement in a South Korean AI cluster buildout based on partnerships and past deployments, but offers no personal position or forward call.
Низ.
21:08
25 июл
25 июл
The author provides a detailed analysis of long-term AI infrastructure supply chain agreements.
The author provides a detailed analysis of long-term AI infrastructure supply chain agreements, emphasizing that major industry players are securing capacity through 2030 despite market skepticism.
14:32
25 июл
25 июл
The author speculates on potential involvement of Penguin in the SK Group and NVIDIA AI factory.
The author speculates on potential involvement of Penguin in the SK Group and NVIDIA AI factory initiative but remains uncertain about the specific level of participation.
Низ.
02:01
25 июл
25 июл
SK Telecom has announced plans to construct a two-gigawatt AI data center utilizing Nvidia Vera.
SK Telecom has announced plans to construct a two-gigawatt AI data center utilizing Nvidia Vera Rubin chips and SK Hynix HBM4 memory modules.
15:19
22 июл
22 июл
Short SKM, Anthropic margins pressured.
Short SK Telecom (SKM) as a proxy bet against Anthropic. Chinese open-source models will continue to pressure the market share, pricing and margins of Anthropic and OpenAI, making it unlikely they can IPO above $1 trillion or maintain durable moats. SKM holds a stake in Anthropic that is a large portion of its valuation.
Выс.
13:11
29 июн
29 июн
Author expresses curiosity about South Korean tech names and plans to research SKM, Hynix.
Author expresses curiosity about South Korean tech names and plans to research SKM, Hynix, and Samsung but has not taken a position yet.
Низ.
11:16
29 июн
29 июн
SK Telecom's large investment in an SK Hynix subsidiary and its small Anthropic stake are noted.
SK Telecom's large investment in an SK Hynix subsidiary and its small Anthropic stake are noted as interesting but the author expresses uncertainty about expected synergies, not a trade idea.
17:23
18 июн
18 июн
Упоминает потенциал роста ИИ и суверенную инфраструктуру в Корее для SKM.
Упоминает потенциал роста ИИ и суверенную инфраструктуру в Корее для SKM, но запрашивает мнение материнской компании, вместо того чтобы брать на себя личную направленную позицию.
Низ.
20:56
16 июн
16 июн
Покупайте SKM ради значительной доли в Anthropic в преддверии IPO и низкой оценки основного.
Покупайте SKM ради значительной доли в Anthropic в преддверии IPO и низкой оценки основного телекоммуникационного бизнеса на уровне 6,1x EV/EBITDA.
Выс.
19:28
14 июн
14 июн
Watch SKM as the author analyzes SK Telecom's AI transformation and post-breach recovery.
Watch SKM as the author analyzes SK Telecom's AI transformation and post-breach recovery; no personal position stated, so monitor for execution on the sovereign AI thesis.
Сред.
02:24
12 июн
12 июн
SKM joins Anthropic Series H as infra partner
Buy SKM; Samsung's co-investment in Anthropic's Series H alongside Micron, SK Hynix, and Amazon signals SKM is being positioned as a strategic infrastructure partner in Anthropic's memory and cloud supply chain, suggesting deeper commercial ties ahead.
Сред.
18:35
11 июн
11 июн
SKM holds an Anthropic stake estimated at ~$3–3.5B post-Series H.
SKM holds an Anthropic stake estimated at ~$3–3.5B post-Series H; management reportedly focused on long-term infrastructure/data value rather than near-term IPO monetization.
Сред.
17:49
11 июн
11 июн
Author says Anthropic could become huge and SKM could be a major beneficiary.
Author says Anthropic could become huge and SKM could be a major beneficiary, but gives no explicit buy/hold/current-position disclosure or actionable call.
Сред.
17:45
11 июн
11 июн
Author notes SKM is building a full AI stack via investments in Anthropic (models).
Author notes SKM is building a full AI stack via investments in Anthropic (models), NVDA (compute), and PENG (AI factory infrastructure), framing it as an underappreciated strategic build-out.
Сред.
17:37
11 июн
11 июн
Buy SKM as it trades at 6.1x EV/EBITDA vs. 7.5-9x Western telco peers while offering.
Buy SKM as it trades at 6.1x EV/EBITDA vs. 7.5-9x Western telco peers while offering a deepening Anthropic partnership (Series H holder, Project Glasswing access, compute infrastructure discussions) and a gigawatt-scale NVDA AI Cloud coming 2027, with a 4.4% dividend providing downside support.
Выс.
17:09
11 июн
11 июн
Buy SKM for its undervalued core telco business + significant Anthropic stake upside.
Buy SKM for its undervalued core telco business + significant Anthropic stake upside, trading at a deep discount to peers with AI infra optionality.
Выс.
15:00
11 июн
11 июн
The author identifies three public companies with Anthropic exposure as contrarian bets.
The author identifies three public companies with Anthropic exposure as contrarian bets offering double upside from both the IPO and their overlooked core businesses, but frames them as research ideas rather than current positions.
14:53
11 июн
11 июн
Buy SKM as a deeply contrarian Anthropic proxy; market is pricing it as a damaged telco.
Buy SKM as a deeply contrarian Anthropic proxy; market is pricing it as a damaged telco post-cyberattack, ignoring its Anthropic equity stake and partnership, which could re-rate sharply on Anthropic IPO progress.
Сред.
14:38
11 июн
11 июн
Buy SKM as a deeply undervalued Anthropic proxy: a $100M stake now worth ~$2.7B (~19% of market.
Buy SKM as a deeply undervalued Anthropic proxy: a $100M stake now worth ~$2.7B (~19% of market cap), exclusive Project Glasswing access, CEO confirmed no sell plans, and a gigawatt-scale NVDA AI Cloud partnership — all at 6.1x EV/EBITDA with a 4.4% dividend yield.
Выс.
09:01
11 июн
11 июн
Author expresses unwavering bullish conviction on SK Hynix regardless of market position.
Author expresses unwavering bullish conviction on SK Hynix regardless of market position, stating they own the stock.
17:16
09 июн
09 июн
Speaker notes these tickers appear attractive on higher timeframes but does not own them.
Speaker notes these tickers appear attractive on higher timeframes but does not own them; no commitment or catalyst provided.
Низ.
13:30
08 июн
08 июн
The author highlights a multi-year partnership between NVDA and SKM that validates and scales.
The author highlights a multi-year partnership between NVDA and SKM that validates and scales Penguin's core business as a key partner for AI cluster deployment, making a bullish case for PENG.
Низ.
01:46
08 июн
08 июн
Author agrees SKM is a strong Anthropic proxy and regrets selling too early.
Author agrees SKM is a strong Anthropic proxy and regrets selling too early, but only watches it now without a current position.
Низ.
01:37
08 июн
08 июн
Speaker flags SKM as "interesting" due to Anthropic stake and unspecified Nvidia news.
Speaker flags SKM as "interesting" due to Anthropic stake and unspecified Nvidia news, but does not commit to a directional view; momentum-style commentary.
Низ.
23:10
07 июн
07 июн
SK Telecom announces plans to adopt Nvidia's Vera Rubin platform after its anticipated launch.
SK Telecom announces plans to adopt Nvidia's Vera Rubin platform after its anticipated launch in the second half of 2026.
Об аналитическом покрытии SKM
Buzzberg отслеживает SKM (SK Telecom Co., Ltd. ADR) в 19 источниках. Бычьих сигналов: 11, медвежьих: 1, от 19 аналитиков. Сентимент преимущественно бычий (25%). Всего отслеживается 40 торговых идей. За последние 7 дней: наблюдение: 3. Последние спикеры: thematictrader, finnstockinger, pepinveststocks.