SK Telecom - Competitor Review
- SK Telecom (part 1) report written 01/13/2008
- Part 2 - Risk Detail
- Part 3 - Possible Upside
- Part 4 - Competitor Review
- Part 5 - Valuation and Assessment
- Part 6 - Management & Performance Targets
Competitors
KT Corporation - the largest fixed-line & broadband provider; 2nd wireless provider.
- Pros
- Over 90% market share in the fixed-line market
- 44% share in the broadband market.
- 32% market share in the wireless market
- relatively stable margins and earnings visibility in the near-future
- Fixed-line capacity allows them to target businesses more effectively.
- Cons
- Flat to negative growth expected in the near-term.
- Seemingly little to no ability to take market share in the wireless market.
- Will have to enter overseas markets to get real growth.
Go to Part 5 - Valuation and Assessment of this report.
DISCLOSURE: Please see our portfolio page for all disclosures.
This report reflects the research and analysis I've performed on this company. It is provided for informational purposes only and does not constitute personalized financial advice nor an endorsement or solicitation to purchase stock in this or any other company. Please do your own due diligence or hire a financial advisor before making any investment decisions.
The author received no compensation and is not affiliated with the company reviewed in this report with the possible exception of being a shareholder. The author reserves the right to buy or sell the stock as deemed personally prudent without further notification
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