Huawei kicked off the 14th Global Mobile Broadband Forum in Dubai, UAE. Li Peng, Huawei's President of Carrier BG, delivered a keynote at the event. In his speech, Li called on global carriers and industry partners to rise to the occasion, address increasing demands on networks, and make the most of
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Regulatory uncertainties abound in the telecom industry in 1H23. After KT’s failure to appoint a new CEO, government regulations for the telecom industry have strengthened, leading to the introduc
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. This year, telecom stocks have fared relatively well within a challenging stock market. While they have lost momentum as high-dividend plays amid interest rate hikes in 2H22, we maintain a Positi
The Ultra-Broadband Forum 2022 raised its curtain today in Bangkok, with David Wang, Huawei's executive director of the board and chairman of the ICT Infrastructure Managing Board, delivering a keynote speech titled Stride to Ultra-Broadband 5.5G. During this speech, Wang outlined the enormous c
The author is an analyst of KB Securities. He can be reached at joonsop.analyst@kbfg.com. -- Ed. 2Q22 review: OP growth of KRW459.6bn (+16.2% YoY)— SKT posted 2Q22 consolidated revenue of KRW4.29tn (+4.0% YoY) and OP of KRW459.6bn (+16.2% YoY), both meeting the market consensus (KRW4.31tn revenue; K
SK Telecom announced on July 18 that its two technologies regarding the control and interworking of quantum cryptography communication networks were adopted as new work items at the ITU-T meeting held in Geneva, Switzerland. They will be approved as international standards through discussions among
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. In 2022, SKT should display sales growth at its wireless business, with its overall profitability to improve on stabilized marketing expenses, reduced capex, and the spinning off of loss-incurrin
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. Alongside a steady expansion in 5G subscriber base, LG U+ is enjoying a downward stabilization in marketing expenses and capex, which is altogether contributing to OP improvement. We expect to se
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. 1. 5G subscriber-led wireless revenue growth to fuel OP expansionTelcos entering earnings upcycleHelped by a faster-than-expected increase in 5G penetration, telcos look to have entered a phase o
The author is an analyst of NH Investment & Securities. They can be reached at jaemin.ahn@nhqv.com. -- Ed. In 2020, even amid healthy 5G-driven earnings growth, LG U+’s shares have performed sluggishly amid concerns towards Huawei-related sanctions. With investor attention likely to shift towards no
Korea Electric Power Corp. (KEPCO) announced on Oct. 8 that it has launched “ChargeLink,” an open platform to provide roaming services to electric vehicle (EV) charging service providers.KEPCO has signed a memorandum of understanding with 13 EV charging service providers to create the EV Roaming All
SK Telecom has launched an emergency disaster notification service for its customers traveling overseas. The mobile carrier announced on Sept. 20 that it has joined hands with the Korea Meteorological Administration to send SMS notifications about local disasters in more than 200 countries to SK Tel
The Korea Advanced Institute of Science and Technology (KAIST) announced on Aug. 19 that it developed the Hi-COVIDNet, which is an artificial intelligence model capable of predicting the two-week number of COVID-19 infectees from abroad. The institute explained that its prediction is 35 percent more
The author is an analyst of KB Securities. He can be reached at joonsop.analyst@kbfg.com. -- Ed. Maintain BUY and target price of KRW36,000 We maintain our BUY rating and TP of KRW36,000, which was derived using the dividend discount model (payout ratio of 35% assumed; standalone payout ratio of 50%
SK Telecom announced on Aug. 2 that it has launched "MIRI," an upfront mobile plan tailored to foreign customers who are familiar with prepayment plans.MIRI combines the advantages of prepaid plans and postpaid plans. Prepaid plans generally cost less and offer more flexibility. No contract is neede
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. With 5G service effects to start in earnest, the telecom service industry should enter into a full-fledged OP growth cycle from 2H20. Anticipating strong share price rebounds for Korea’s three te
LG Electronics and LG U+ have joined AI One Team, an industry-academic consultative body formed by KT, Hyundai Heavy Industries Group, the Korea Advanced Institute of Science and Technology (KAIST), Hanyang University, and the Electronics and Telecommunications Research Institute (ETRI). The two com
KT Corp. announced on April 8 that it has signed a memorandum of understanding (MOU) with Taiwan’s Far EasTone Telecommunications Co. Ltd. (FET) for collaboration in 5G services and digital content development.The Korean telecom company said that the signing ceremony was conducted online due to the
KT announced on March 4 that it has successfully verified 5G mobile edge computing (MEC) technology in cooperation with Telephonica of Spain, Telstra of Australia and China Unicom of China.KT delivered content created by users through 5G telecommunications edges of the global carriers. This technolo
The National Radio Research Agency of the Ministry of Science and ICT announced on Oct. 27 that seven of its members have become vice chairs in the radiocommunication sector of the International Telecommunication Union (ITU) at this year’s ITU Radiocommunication Assembly (RA).The RA is a general ass