South Korean wireless service provider and Motley Fool Global Gains recommendation SK Telecom
What analysts say:
- Buy, sell, or hold the line? A six pack of analysts offer opinions on SK Telecom (the ADRs that is), with the group evenly split on the buy/hold line. Three say buy shares, while three say hold on there. SK Telecom has far more opinions given in our Motley Fool CAPS system, where 139 players have ranked the company a five-star stock.
- Revenue. Analysts estimate revenue this quarter will be $3.06 billion, up from approximately $2.9 billion a year ago.
- Earnings. Analyst estimates call for profits of $0.62 per share this quarter.
What management says:
For any investor who harbors concerns about investing in foreign companies because of lack of transparency, check out SK Telecom. The company provides extensive corporate and market information in plain, easy-to-understand formats. This even includes monthly fact sheets with metrics showing how its wireless business is performing. With this level of detail, shareholders don't have to attempt to "read between the lines" of management statements. The only thing left is to hear what the company paid (expense-wise) to achieve these results.
What management does:
SK Telecom commands a market share hovering just above 50% in South Korea, where it competes against KT Freetel (a subsidiary of KT Corp.
Jan |
Feb |
Mar |
Apr |
May |
Jun |
|
---|---|---|---|---|---|---|
Net Additions (thousands) |
98 |
193 |
171 |
160 |
187 |
278 |
Monthly Churn |
2.6% |
2% |
3.2% |
2.8% |
2.9% |
2.3% |
ARPU |
$48.02 |
$45.97 |
$50.47 |
$48.92 |
$50.39 |
N/R |
One Fool says:
What's more meaningful when looking at SK Telecom and the Korean market, in general, is growth in the adoption of new services. To this end, the company is pushing the boundaries to offer Korean consumers innovative services such as mobile TV and controlling home appliances from their cell phones. SK Telecom is also diversifying outside of Korea and has made strategic investments with China Unicom
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For more Foolishness, call this:
SK Telecom is one of more than a dozen international picks from the Motley Fool Global Gains newsletter service. To see what other global gems lead analyst Bill Mann and his team have dug up, check out a 30-day free trial today.
Fool contributor Dave Mock always takes the big picture over the details. He owns no shares of companies mentioned here. Dave is the author of The Qualcomm Equation. The Fool's disclosure policy snuggles, cleans toilets, and even takes out the garbage without complaint.