Upcoming spectrum auctions in the United States and South Korea are expected to trigger a major upcycle in telecoms equipment stocks, prompting Hana Securities to recommend aggressive long-term buying of leading Korean vendors.
11 September 2026
A sharp recovery in operating profit and an ambitious data-centre expansion could more than double SK Telecom's dividend per share by 2027, argues Hana Securities — though the gap between promise and delivery remains wide.
9 September 2026
SK Telecom's split approach to its data centre business—separating legacy infrastructure from new AI capacity—offers significant upside, but the path to revenue visibility remains uncertain.
7 September 2026
SK Telecom's second-quarter operating profit surged 67% as its AI data-centre business more than doubled, but the telecom giant's ambitious ₩7trn hyperscale investment raises questions about funding and the long road to meaningful returns.
12 August 2026
CJ CheilJedang is betting that the emotional loyalty built by its Bibigo and Hetbahn food brands can carry them into the ice-cream aisle — but the distance between dinner and dessert may prove harder to bridge than it looks.
10 August 2026
The South Korean mobile-game developer is sacrificing near-term profits to extend the life of its decade-old Cookie Run franchise, but the margin for error is shrinking.
10 August 2026
Kakao has settled its 2026 wage negotiations without a strike, agreeing a 6.3% base-salary increase and a one-off bonus—a deal that says as much about the company's turbulent recent past as it does about the intensifying war for AI talent.
7 August 2026
Korean technology firms are launching free AI assistant services to challenge ChatGPT and Google Gemini, betting that fluency in Korean culture and language can offset their disadvantage in raw computing power.
16 July 2026
South Korea's telecoms giant KT is partnering with Silicon Valley's Palantir to build a domestic talent pipeline for AI agents — a move that signals strategic ambition well beyond a simple technology deal.
16 July 2026
South Korea's dominant internet portal is dismantling the building blocks of traditional search, betting that AI-generated answers will replace the structured information retrieval that defined the web's first two decades.
11 July 2026
Samsung's Galaxy AI has surpassed Apple Intelligence in active user engagement, exposing the gap between Apple's cautious, closed ecosystem strategy and Samsung's aggressive, partnership-driven rollout.
9 July 2026
South Korea's largest fixed-line telecoms operator is staking its future on artificial intelligence, but whether its ambitions can survive the weight of the investment remains an open question.
7 July 2026
Kakao's struggling portal subsidiary is betting that a partnership with an AI start-up can reverse years of market-share losses to Naver.
2 July 2026