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Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/395" target="_blank" data-smartkarma-citation="entities:395:1">SK Telecom (017670 KS)</a> reported a slightly weak set of 1Q18 results (vs its peers), as tariff discounts hurt the top-line. As with its peers, revenue pressure was largely offset by strong cost control as sales and marketing costs fell sharply (all three reported lower marketing costs) as competitive pressures seem to have eased. Operators are looking to limit earnings pressure from regulatory developments by reducing expenses.</p><p>Mobile service revenue (MSR) (ex-interconnect) fell by 3.5% from +0.3%…</p>

SK Telecom (017670 KS) reported a slightly weak set of 1Q18 results (vs its peers), as tariff discounts hurt the top-line. As with its peers, revenue pressure was largely offset by strong cost control as sales and marketing costs fell sharply (all three reported lower marketing costs) as competitive pressures seem to have eased. Operators are looking to limit earnings pressure from regulatory developments by reducing expenses.Mobile service revenue (MSR) (ex-interconnect) fell by 3.5% from +0.3%…

SKT Underperforms in 1Q on Regulatory Pressure. But the Competitive Environment Is Easing.