# NSR EM TELCO NDRS IN EARLY MARCH #

1.  SK Telecom – New York/Boston/London/Paris/Netherlands
   2.    Korea Telecom – UK/Paris/Netherlands/Frankfurt
   3.    Axiata - London

What? As part of NSR’s ongoing corporate access schedule we are hosting NDRs for 3 Asian Telcos: KT, SKT, and Axiata in early March. In each case we are hosting 1x1s and a small group lunch in London. If you wish to have a 1x1 at your office or join the London lunch please email your NSR representative or reply to this email.
NDR schedules below:

SKT (IR):

3^rd March – Paris

4^th March – London – with small group lunch at 12.30 venue tbc

5^th March – Netherlands

6^th March – London

9^th March – New York

10^th March – Boston

Korea Telecom (CFO/IR):

2^nd & 3^rd March – London – with small group lunch on 3^rd at 12.30 venue tbc

4^th March – Netherlands

5^th March – Paris

6^th March – Frankfurt

Axiata (CEO/CFO/IR):

5^th and 6^th March – London – with small group lunch on 5^th at 12.30 venue tbc

Why:

SKT – Is SKT the cheapest AI stock on the planet?

• Updates on SKT’s AI strategy; Korean LLM, AI agents etc
• Value-up progress
• Operational trends and recovery from data breach
• Early feedback on 6G development
• Shareholder remuneration

KT – Best Value-up play among Korean telcos

• Asset rationalisation
• Cost cutting
• DC growth
• Operational trends
• Growth through partnerships with Microsoft and Palantir

Axiata – Singtel 2.0?

• Progress on disposal of edotco and Linknet
• Use of proceeds
• Progress operationally post-merger across markets
• Ability to lift shareholder remuneration

Detailed attendees:

SKT: Head of Investor Relations, Taehee Kim and Communication Team Leader, Suk Won Hong

KT: TBD Either IR or CFO + IR

AXIATA: CEO (Vivek Sood), CFO (Nik Kamil), Head of IR (Clare Chin)

How to host a 1x1?

To host a 1x1 in your office either email your NSR representative or reply to this email.

How to attend a lunch?

For the lunches either reply to this email or click on the following registration links:

For lunch with SKT on 4^th of March click HERE

For lunch with KT on 3^rd of March click HERE

For lunch with Axiata on 5^th of March click HERE