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Is SKM a buy? Recent drop can't be explained.
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I think that the quoted zoom numbers from Baird are bad. Excuse the AI output but I’m not writing all this Zoom (May 2023): • Participated in Anthropic’s Series C at a roughly $4.5B post-money valuation • Invested $51M via Zoom Ventures → initial stake ~1.1–1.3% • Round was led by Spark Capital alongside Google and Salesforce SK Telecom (August 2023): • Invested ~3 months later at a roughly $5B valuation (per several sell-side analyses) • Invested $100M (announced as an “additional” investment following an earlier SKTVC stake) → initial stake ~2% • This was a separate strategic round rather than part of the May Series C Your math is sound. The starting points were: • Zoom: $51M at ~$4.5B (May 2023 Series C) → ~1.1% initial • SKT: $100M at ~$5B (Aug 2023, post the Series C that already diluted Zoom) → ~2% initial So at the moment SKT’s check cleared, SKT was at ~2%, Zoom was already diluted from 1.13% down a notch by SKT’s round itself, and from there both should dilute proportionally through Series D, E, F, and G. SKT should remain ~2x Zoom in percentage terms throughout. Reality check against SKT’s disclosed numbers (the only hard data either company has published): • SKT’s H1 2024 semi-annual report disclosed 0.7% at book value of ₩192.5B • Korean analysts (Korea Investment & Securities) now estimate ~0.58% post further dilution • That’s roughly 2.0% → 0.58%, i.e. ~71% dilution of the original stake Applying the same dilution to Zoom’s ~1.1% initial stake → ~0.32% today, which at Anthropic’s $380B post-money is worth roughly $1.2B. So the consistent answer is something like: Zoom (ZM) • Initial investment: $51M (May 2023, Series C) • Anthropic valuation at entry: ~$4.5B • Initial stake: ~1.1% • Estimated current stake: ~0.3% • Value @ $380B Anthropic: ~$1.2B • Market cap: ~$27.6B • Stake as % of market cap: ~4–5% SK Telecom (SKM) • Initial investment: $100M (Aug 2023) • Anthropic valuation at entry: ~$5B • Initial stake: ~2.0% • Estimated current stake: ~0.58% • Value @ $380B Anthropic: ~$2.2B • Market cap: ~$14.2B • Stake as % of market cap: ~15–16% Why the published analyst numbers are messy: 1. Baird’s $2–4B Zoom range is generous. It implies 0.57–1.14% remaining, which is nearly Zoom’s initial stake — they’re effectively assuming little to no dilution, which is unrealistic given the ~$60B+ raised in subsequent rounds. 2. Different analysts are anchoring on different things — some on the original $100M/$51M check sizes, some on book values, some on assumed pro-rata participation. 3. Neither company has officially disclosed current ownership %. SKT at least gave one data point in its semi-annual report; Zoom has disclosed nothing beyond the original $51M “strategic investments” line item. Unless Zoom had anti-dilution protection (no public evidence of that — Series C strategic investors typically don’t get it), or Zoom topped up in later rounds (also no evidence), your inference is correct: SKT’s current Anthropic stake should be roughly twice Zoom’s. The widely cited $2–4B Zoom figure is almost certainly the high end of plausible, and the consensus has just been sloppy.
Take a look at zoom. They also have invested in Anthropic. If you consider their cash on hand, I believe they are the better proxy. Their share price does not reflect the current Anthropic valuation/has not run up like SKM. Calls are much more liquid. Position: 25 Calls 06/27 Strike 120
Anyone planning to buy $SKM for anthropic play? they own around 2% of the company but currently valued at $15b. seems like free money??
SKM holds a significant portion of their market cap in Anthropic. I've got calls
Legitimately shocked that SKM isn't more widely discussed here. It is by far the best way right now to get exposure to Anthropic/Claude pre-IPO.
Anyone else watching SKM for some juicy Anthropic pre-IPO exposure? Saw one post on it here about 2 months ago and dropped $25k in for kicks, solid gains since then and still on the move.
ZM had their anthropic surge and then shit the bed on fundmentals. And THEN continued to fall from macro. Get your timelime straight. The market clearly agrees SKM is the better play.
No it's not lmao. SKM p/e is 44 while ZM p/e is 12, ZM also generates much more revenue than SKM. But with that said, both are considered high p/e and will most probably going to eat shit even with the Anthropic investment since we're in a bear market. Bullish points are only bullish when the market is not actively trying to selloff due to macro economics situation affecting everyone.
SKM is much better than ZM for the same reason.
I went with SKM, they also have a significant investment in Anthropic considering their market cap
SKM pump saved me from MSFT losses, Holy fucking shit microshaft get a grip
You can just buy SKM to get anthropic exposure
LoL, my first thought was to trim SKM, because it's entirely news driven pop.
If you like all of these names still, just take a little profit from each (except SKM) and keep your portfolio balanced
#TLDR --- Ticker: SKM Direction: Down Prognosis: Short Shares (Options are illiquid) Catalyst: Anthropic refusing Pentagon access by 5pm today leads to US Gov blacklist and valuation crash. Elon Factor: Bullish on Hating "Misanthropic"
SKM about to go off on a tear... IMO a solid way to get exposure to Anthropic pre-IPO. https://www.mk.co.kr/en/stock/11962745
I put a big chunk of $$$ into SKM the day you posted this and have been pretty chuffed by the results. Cheers!
Just buy a company like SKM. They invested when Anthropic was $5B. Their investment might be worth more than the their whole companies market cap here soon.
SATS current market cap = $32B SATS market cap before SpaceX hype = $5B SATS equity in space (2.8%) * 1T valuation = $28B where’s the upside? Same with SKM, ~8B market cap before hype + $2-3B = current market cap of ~11B.
Damn. I don't trust that $SKM 9/18 being far enough out. These companies are hemorrhaging capital and I think later in Q4 is a safer bet
This is a good take, just a little late... especially on SKM
this is some next level hopium but i actually dig the logic on SATS, didn't know they had that much spacex exposure the SKM play is interesting too, korean telecom with anthropic stakes sounds like the kind of weird angle that could actually print. though calling MSFT a "23% discount" when it's been trading sideways for months feels optimistic your strike prices are pretty aggressive though, especially that $600 MSFT call lmao. but hey if these IPOs actually drop this year and the hype train gets rolling you might be onto something
[who knew?](https://www.reddit.com/r/wallstreetbets/s/Yyw3X1SKM0)
Thank you SKM guy from yesterday
Here we go tards... The secret is out today - been trading a lot in the emerging tech space. For those interested in getting exposure to some of the bigger names coming out: 1. SpaceX: Buy SATS: Echostar owns \~3% of SpaceX through a spectrum sale and is ripe to reap the benefits of the IPO. A disproportionate vlue of its market cap is tied to the SpaceX stock and is considering of of the best tracking stocks for SpaceX. For 2X, you can also buy SATG 2. Anthropic: Buy SKM: SK Telecom holds about \~0.58 % of Anthropic. 23% of the SKM market cap is based on their Anthopic holdings. Ride the wave 3. SK Hynix/Samsung: Buy EWY: South Korea ETF with SK Hynix and Samsung weighing a large component (43%). 4. Boston Dynamics: Buy EWY: Hyundai (which owns Boston dynamaics) makes up 3% of the ETFs holdings. My Positions: \- 310 shares of SATS \- 100 shares of SATG \- 100 x March 20 30C SKM \- 500 shares of SKM
It appears that I may have been slightly wrong about SKM 🤡
So now you understand why amazon didn't move and SKM did. Good...
Good find. As a percentage of their market cap, their holding is significant. Amazon, Google, Nvidia and Microsoft also hold multi-billion stakes in Anthropic. As do Cisco, Qualcomm, Intuit, and a bunch of funds and asset management companies. Current valuation sits around 350B, of which SKM holds roughly 0.6% of Anthropic at 2.1B. that's almost a quarter of their market cap.
Even as of the latest valuation it's \~2B which is around 20%. Now check out how much SKM went up since Jan 16th
AMZN's stake in anthropic is an earnings rounding error, whereas SKM's stake is 20-30% of market cap.
Anthropic exposure? Check. Immune to trump BS? Check. Not crazy IV? Check. SKM could hit 32-35 . My extra cash just went into this thesis.
#TLDR --- Ticker: SKM Direction: Up Prognosis: Buy Shares (Anthropic IPO Proxy) Catalyst: SKM invested $100M in Anthropic early; OP claims the stake is now worth ~$7B while SKM represents a "cheap" entry before the IPO hype cycle. Red Flag / Alpha: OP is a literal time traveler (The screenshot says the fill date is Jan 26, 2026).
#TLDR --- Ticker: SKM Direction: Up Prognosis: Buy Shares (OP dropped $100k) Thesis: SKM is a proxy play for Anthropic. OP claims SKM's stake in Anthropic is worth $7B while SKM's total market cap is only $9B. Math: Highly Regarded (Claiming a $100M investment turned into $7B in one year is... bold)
To keep as a watchlist: 🇯🇵: EWJ, TM, NSANY, HMC. 🇰🇷: EWY, CPNG, LPL, SKM.
https://twitter.com/DystopWorld/status/1733113243965575643?t=47-1E4voHFEqiPT6PZVL8w&s=19 Full video. https://m.youtube.com/watch?si=SKM9cPX9c70xKpOZ&v=FID0BLkZXuY&feature=youtu.be
[https://www.youtube.com/shorts/S1jhCz12SKM?feature=share](https://www.youtube.com/shorts/S1jhCz12SKM?feature=share)
Except they do.. [https://www.youtube.com/shorts/S1jhCz12SKM?feature=share](https://www.youtube.com/shorts/S1jhCz12SKM?feature=share)
What is [Tiger Shroff](https://www.google.com/search?gs_ssp=eJzj4tLP1TfIMDdMTzI3YPTiKclMTy1SKM4oyk9LAwBkiggq&q=tiger+shroff&oq=tiger&aqs=chrome.2.69i59j46i433i512j46i67i131i433i650j0i67i650j46i67i433i650j0i67i650j46i67i650j0i67i650l2j46i67i433i650j0i433i512j46i199i433i465i512j46i131i340i433i512j0i271l2.1941j0j9&client=ms-android-google&sourceid=chrome-mobile&ie=UTF-8) doing here
Buying more SBUX, VALE, and SKM (SK telecom because league of legends is heating up)
Not financial advice and I am not an expert by any means but seems like a risk investment trying to chase a high dividend yield on an industry that is already pretty much stale and not going to grow that much in a company that has gone down in value for years in a country that is doing very bad. For me TEO is a big no. If you are looking at 10-20 years investment and you think Argentina is going to turn around then maybe but still, too risk for the reward. If you wanna invest in foreign telecom companies with relatively high dividend that have a potential to go back up I would focus on other countries. Some people mentioned China here, I have some positions in South Korea's KT and SKM for example. If you wanna take a risk and invest in a beaten down stock of a developing country with high dividend yield and a real chance of growth then my personal bet here is Petrobras. If you want to diversify your dividend portfolio with foreign companies that are beaten down and have chances of recovering their ATHs then some European banks are good options. Same with some banks in Asia, again I own some shares in some Spanish and Korean banks.
The company split itself in two, into (1) its broadband business and (2) all of its other businesses. As a result, holders of SKM got that substantial cash dividend (basically a payment for the assets they no longer own, represent by (2) above)... and accordingly the share price of SKM went down by roughly the same amount on the ex-dividend date, which was a few days ago.
Dividend stocks: SKM, MMP, LUMN, EPD, IMBBY. Holding your positions will do you less harm if you have cash coming through dividends.
About 2-3 months ago i wrote on here about SKM (South Korea Telecom). No one seemed to care. No I’m up over $8/per share.
100 F 18c 6/18 150 SKM 35c 9/17
Maybe. SKM is supposedly going to spin off some off some of its more profitable parts. I think that’s why it’s going up.
Would a call be the play on SKM?
Take a look at IMBBY, SKM, MFG, and SMFG. SKM is up nearly $7/share since I bought it.
KL - Kirkland Lake Gold TD - TD Bank BRK.B - Berkshire Hathaway SKM - SK Telecom CRMD - CorMedix
I personally hold and like T, IMBBY, EPD, MMP, SKM, and LUMN (apparently Michael Burry likes it also). Thanks for the recommendations.
I personally hold and like T, IMBBY, EPD, MMP, SKM, and LUMN (apparently Michael Burry likes it also). Thanks for the recommendations.
I’d get into stable companies with P/E ratios under 20 or possibly 10for at least the next couple weeks. UNM, GM, SFTBY, SKM, MO, MMM
Peer group SKM and LG Uplus don't suffer the same undervaluation.