SK Telecom Co., Ltd. (ADR) (NYSE:SKM)

reet

This company is undervalued based on its growth prospect. P/E of 10 is more suitable for banks and other financial institutions (i.e. slower growers)!

This is a very strong korean company, but unfamilar with many US investors. Basically, there is nearly no chance of this company going downward near future. I have every confidence that this company will do fairly well. How well? I don't know. But I know it is very difficult to lose money 1) if you buy this company at 10P/E and 2) if you are willing to stay with this company for a long term.

High Profit Margin
No Analyst Coverage
S&P Fair Value rank of 3 or Above

Telecom has been all the time a life style especially to the people of emerging market area such as BRICK, SKM fits this trend, it will go much higher within a year.

Good Products Like the Helio phones. ATM it is oversold.

Market Cap < $1 Billion

PEG =< 1.5

Div >= 3%

Telecom+Korea=growth

Dominant conservative player in a booming market.

strong telecom that is nimble and always on the cutting edge in tech. It is now starting to venture overseas to places like India and the U.S

South Korean telecom with dividend and a nice P/E

This is the market leader in wireless telecom in South Korea. Areas for growth include value added services and international expansion. If you want to browse their value added services go to http://www.sktelecom.com/eng/services/subscription/documents/index.html . Also check out "U Life" on their website. SKM has a U.S. joint venture with Earth Link that is called "Helio", they partner with China Unicom and also with Vientam's S-Fone. They are on the cutting edge of wireless, in my view, so they may be successful with international expansion. The risk here is that the market in South Korea, their primary market, is near saturation for basic cellular service. They need to execute successfully on the new fronts, mentioned above, to continue growth.

Bought SKM at $20 three months ago and its already up 15%. By investing in SKM, your not only investing in South Korea, whose cell phone culture is light years ahead of what we have in the US, but you are investing in China and Asia's newest economic tiger, Vietnam. SKM also has a joint venture with Earthlink here in America and its the only Korean stock traded in America that pays a dividend. SKM is becoming a household name in China & Vietnam and already has been one in South Korea. Invest in the future by investing in SKM.

Solid telecom player in emerging market

From everything I can tell, the price is lower than it should be even with very modest growth.

I live in South Korea and SK Telecom is above and beyond the dominant telecom but has lost a little bit of market share to the number 2 and 3 carriers (KTF and LG Telecom) over the past year. I believe this may be partly due to the fact SK is looking at more international opportunities while their aformentioned competitors have been spending heavily on advertising to gain domestic market share. Nevertheless, SK Telecom has brand name recognition that is more important to Koreans than it is to consumers in other countries. SK also makes great cell-phones that are cutting edge but unfotunately not available outside of Korea.

MF N Kapur rec 10/31/06

Price will exceed $25.00 before end of March '07

south korea is ahead of the U.S. in mobile tech, yet investors are leaving this stock behind