KT Corporation: The Short-Term Headwinds Warrant Holding

2025-11-19 08:39:42 ET

Introduction And Investment Thesis

I rate KT Corporation (NYSE: KT ) as a hold driven by an intention to spend around 1 trillion KRW ($682.417 million) for the US expansion following an alliance with Palantir. While this is a bullish action from the company, this investment has an impact on earnings in FY2026, given that EPS consensus estimates is -28% driven by this huge upfront set to begin in 2026. This is not out of underperformance but from commitment to expand its AI market reach....

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