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전방 PER 7.9

2026

SK Telecom Earnings Rebound Accelerates: Upside on AI DC Growth

SK Telecom’s buy thesis: operating profit jumps on fast AI data center growth while telecom stabilizes; analysts see upside near the average target but warn of utilization demand and margin durability risks.

2026년 08월 05일
English

LG Uplus Stock Advances on AI Data Center Bet: Value

LG Uplus is rated Buy as analysts expect AI data center growth via Paju, while earnings rise modestly with low valuation and option value, despite AI execution and compliance risks.

2026년 06월 08일
English

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