Is SK Telecom Co., Ltd. (SKM) A Good Stock To Buy Now?

SK Telecom (SKM) is simply a starring South Korean telecom relation that is progressively positioning itself arsenic an artificial quality and integer infrastructure level portion maintaining a ascendant home wireless business. Its halfway operations see mobile services, broadband internet, endeavor connectivity, and emerging AI initiatives, with mobile subscriptions remaining the superior cash-generating conception owed to beardown marketplace share, precocious lawsuit retention, and premium web quality.

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The institution operates successful a concentrated telecom marketplace alongside KT and LG U+, but differentiates itself done broader AI ambitions spanning endeavor AI, user AI, and AI-focused information centers. SK Telecom has rapidly expanded its AI infrastructure beingness done GPU-as-a-Service partnerships, home AI information halfway development, and synergies with affiliate SK Hynix, providing a vertically integrated vantage successful semiconductor and networking capabilities.

The institution has besides gained traction successful user AI done its A-dot level and plans to grow internationally with Aster, developed successful concern with Perplexity. However, the cardinal concern thesis revolves astir SK Telecom's aboriginal concern successful Anthropic. The institution invested $100 cardinal successful 2023 erstwhile Anthropic was valued astatine $5 billion, and its diluted involvement is present estimated to beryllium worthy astir $2.5 cardinal against SK Telecom's marketplace capitalization of astir $13 billion.

This creates a important disconnect betwixt the worth of its Anthropic holdings and the market's valuation of its halfway telecom operations. Despite impermanent fiscal unit from a 2025 cyberattack and elevated AI infrastructure CapEx, SK Telecom inactive trades astatine a discounted EV/EBITDA aggregate comparative to peers. The anticipated IPO of Anthropic, combined with continued AI information halfway maturation and recovering profitability, could thrust a meaningful rerating of the stock.

Previously, we covered a bullish thesis connected Verizon Communications Inc. (VZ) by Charly AI successful April 2025, which highlighted the company's 5G expansion, IoT partnerships, beardown currency travel generation, and charismatic dividend-backed valuation. VZ's banal terms has appreciated by astir 8.56% since our coverage. Bullseye Investing shares a akin presumption but emphasizes SK Telecom's AI infrastructure enlargement and Anthropic involvement arsenic cardinal upside catalysts.