KT (030200 KS) - Stronger and Faster than Expected
4Q24 revenue W6.6tn (-2% YoY), OP -W660bn (YoY swing to deficit). 4Q24 OP W350bn (+30% YoY); 2024 OP W1.8tn (+10% YoY), if removing oneoff labor costs
135 Views
SK Telecom (017670 KS) - SKT and SKB in Sync
Balanced growth in both wireless and wireline, with easing marketing and depreciation cost burdens; 2025E OP W2.1tn (+16%). OP CAGR 11% for...
141 Views
LG Uplus (032640 KS) - Gearing up for Stronger Earnings and Shareholder Returns
4Q24 revenue W3.8tn (-2% YoY), OP W140bn (-27% YoY). 2024 OP W860bn (-14% YoY), 2025E OP W1.03tn (+19% YoY). 2025E TSR W310bn-W380bn, return 6.8%–8.3%
143 Views
Samyang Foods (003230 KS Feb 6, 2025) - Growth Potential Reaffirmed
4Q24 revenue and OP came in at W480.8bn and W87.3bn, respectively (OPM 18.2%) Revenue grew 10% QoQ, but profitability weakened on one-off marketing...
312 Views
Naver (035420 KS) - Signs of Optimism Seen in Commerce Biz
4Q24 revenue aligns with consensus, while OP falls short on increased marketing expenses. Marketing expenses set to rise through 2025, but less...
164 Views