KT Corp

KT (Buy) – Q1 23 Quick Take: Underlying still healthy; some margin pressure though labour an capex costs are well under control

5G capex has peaked and 6G is years away, capex in decline; final piece of the bull thesis for Asian Mobile Leaders in place

Asian Telcos - 5G capex has peaked in Asian Mobile Leaders

Feedback from Asian Telco Tour. Were bullish. Are more bullish, especially in Asian DM - Global Weekly Review

KT Corp - Final CEO candidate announced