SK Telecom Increasingly Seen as Proxy for Anthropic -- Market Talk

Dow Jones

05/08

1002 GMT - SK Telecom is increasingly seen as a proxy for artificial-intelligence giant Anthropic, Morningstar's Dan Baker says, citing its 2023 investment in the U.S. company. The South Korean telecommunications operator invested $100 million in Anthropic when it was valued at around $5.1 billion, the analyst notes. He estimates that a $50 billion raise now by Anthropic at a $900 billion valuation would boost the value of SK Telecom's investment to $17.6 billion, more than double its current enterprise value. The increased value of SK Telecom's Anthropic stake outweighs anything happening in its telecom business, Baker says. Morningstar raises its fair-value estimate for SK Telecom ADRs to $44.70 from $35.00, factoring in a 50% discount for capital gains tax on sale and illiquidity. ADRs last closed 1.6% lower at $36.30. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

May 08, 2026 06:02 ET (10:02 GMT)

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The South Korean telecommunications operator invested $100 million in Anthropic when it was valued at around $5.1 billion, the analyst notes. He estimates that a $50 billion raise now by Anthropic at a $900 billion valuation would boost the value of SK Telecom's investment to $17.6 billion, more than double its current enterprise value. The increased value of SK Telecom's Anthropic stake outweighs anything happening in its telecom business, Baker says. Morningstar raises its fair-value estimate for SK Telecom ADRs to $44.70 from $35.00, factoring in a 50% discount for capital gains tax on sale and illiquidity. ADRs last closed 1.6% lower at $36.30. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 06:02 ET (10:02 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SKM","symbol_name":"韩国SK电信","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2633653434","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633653434","pubTimestamp":1778234520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1002 GMT - SK Telecom is increasingly seen as a proxy for artificial-intelligence giant Anthropic, Morningstar's Dan Baker says, citing its 2023 investment in the U.S. company. The South Korean telecommunications operator invested $100 million in Anthropic when it was valued at around $5.1 billion, the analyst notes. He estimates that a $50 billion raise now by Anthropic at a $900 billion valuation would boost the value of SK Telecom's investment to $17.6 billion, more than double its current enterprise value. The increased value of SK Telecom's Anthropic stake outweighs anything happening in its telecom business, Baker says. Morningstar raises its fair-value estimate for SK Telecom ADRs to $44.70 from $35.00, factoring in a 50% discount for capital gains tax on sale and illiquidity. ADRs last closed 1.6% lower at $36.30. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SKM":"韩国SK电信","BK4132":"无线电信业务"},"translate_title":"SK Telecom越来越被视为人类的代表——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SKM":1.5},"content_text":"1002 GMT - SK Telecom is increasingly seen as a proxy for artificial-intelligence giant Anthropic, Morningstar's Dan Baker says, citing its 2023 investment in the U.S. company. The South Korean telecommunications operator invested $100 million in Anthropic when it was valued at around $5.1 billion, the analyst notes. He estimates that a $50 billion raise now by Anthropic at a $900 billion valuation would boost the value of SK Telecom's investment to $17.6 billion, more than double its current enterprise value. The increased value of SK Telecom's Anthropic stake outweighs anything happening in its telecom business, Baker says. Morningstar raises its fair-value estimate for SK Telecom ADRs to $44.70 from $35.00, factoring in a 50% discount for capital gains tax on sale and illiquidity. ADRs last closed 1.6% lower at $36.30. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 08, 2026 06:02 ET (10:02 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}