SKM SK TELECOM CO LTD

BEARISH Impact: 6/10 6-K
Horizon weeks Filed May 7, 2026 Processed 16d 14h ago SEC 0001193125-26-210347
Notable filing: 6-K
Latest settled — T+5d
SKM ▲ +9.17% at T+5d
SHORT call ✗ call lost -9.17% · α vs SPY -7.67% · entry $36.30 → $39.63
Next anchor: T+20d in 12d
Last close $37.76 (close May 22) · -4.02% from $36.30 entry (call sign-flipped)
Entry anchored
May 7, 2026
via day open
T+1d
+4.33%
call -4.33% · α -3.50%
$37.87
settled 16d ago
T+5d
+9.17%
call -9.17% · α -7.67%
$39.63
settled 10d ago
T+20d
call — · α —
in 12d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

SK Telecom reported preliminary Q1 2026 results showing a YoY decline in key financial metrics. Consolidated operating revenue fell 1.38% to 43,923 (in 100 millions of Won), operating income dropped 5.25%, and net profit attributable to controlling interests decreased 11.53% YoY. The sequential improvement from Q4 2025 is largely a seasonal recovery, not a trend reversal.

Actionable Insight

The YoY declines in revenue, operating income, and net profit signal weakening fundamentals. Monitor the upcoming audited 20-F for final figures and any guidance updates. The sequential QoQ improvement is seasonal and should not be interpreted as a turnaround.

Key Facts

  • Consolidated Q1 2026 operating revenue: 43,923 (in 100 millions of Won), down 1.38% YoY from 44,537
  • Consolidated Q1 2026 operating income: 5,376, down 5.25% YoY from 5,674
  • Consolidated Q1 2026 net profit attributable to controlling interests: 3,224, down 11.53% YoY from 3,644
  • Consolidated Q1 2026 profit for the period: 3,164, down 12.49% YoY from 3,616
  • Sequential improvement from Q4 2025 (operating income up 351.25% QoQ) is seasonal, not indicative of a recovery
  • Separate basis results show steeper declines: operating revenue down 1.95%, operating income down 15.10%, net profit down 29.90% YoY
  • Results are preliminary and subject to audit adjustments

Financial Impact

Consolidated operating revenue declined by approximately 1.38% YoY, operating income by 5.25%, and net profit attributable to controlling interests by 11.53% YoY. On a separate basis, operating income fell 15.10% and net profit dropped 29.90% YoY.

revenueoperating incomenet profit

Risk Factors

  • Continued revenue contraction in a competitive telecom market
  • Potential for further margin compression if operating income decline accelerates
  • Preliminary results may be revised downward after audit

Market Snapshot

Exchange
NYSE
Sector
Radiotelephone Communications
Analyst Consensus
50% bullish (30 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001193125-26-210347
Document: 0001193125-26-210347-index-headers.html0001193125-26-210347
Document: 0001193125-26-210347-index.html0001193125-26-210347
Document: 0001193125-26-210347.txt0001193125-26-210347
6 reports for SKM
Performance horizon
Filters
Rows
Reports for SKM — sortable, filterable
Type Now
May 7, 2026
16d ago
6-K
BEARISH ★ 6/10
$36.30 $39.63▼ −9.17%▼ −7.67%$37.76 (−4.02%)
Apr 27, 2026
26d ago
6-K
NEUTRAL ★ 5/10
$37.28 $36.48▼ −2.15%▼ −2.55%$37.76 (+1.29%)
Mar 30, 2026
7w ago
6-K
NEUTRAL ★ 3/10
$28.61 $32.14▲ +12.34%▲ +8.04%$37.76 (+31.98%)
Mar 26, 2026
8w ago
6-K
NEUTRAL ★ 5/10
$29.20 $29.58▲ +1.30%▼ −0.33%$37.76 (+29.32%)
Mar 26, 2026
8w ago
6-K
NEUTRAL ★ 3/10
$29.20 $29.58▲ +1.30%▼ −0.33%$37.76 (+29.32%)
Mar 26, 2026
8w ago
6-K
NEUTRAL ★ 4/10
$29.20 $29.58▲ +1.30%▼ −0.33%$37.76 (+29.32%)
Showing 6 of 6

US Market Status

Market Closed — Opens Tue (35h 13m)

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