European Telecoms Lead Foreign Seeking Alpha Quant Rankings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy KT?
Source: seekingalpha
- Deutsche Telekom's Dominance: Deutsche Telekom (DTEGY) tops Seeking Alpha's foreign communication services Quant leaderboard with a near-perfect score of 4.90, showcasing its strong fundamentals and investment appeal in the global telecom market.
- Strong European Telecoms: Seven out of the top ten names carry either Strong Buy or Buy ratings, indicating broad fundamental strength across global telecom markets despite rising capex cycles and currency headwinds.
- Attraction of Mature Markets: Swisscom (SCMWY) and Dutch operator KPN (KKPNY) closely follow Deutsche Telekom with scores of 4.60 and 4.51, respectively, reflecting the appeal of mature, cash-generative telecoms in stable regulatory environments.
- Emerging Market Opportunities: Millicom (TIGO) offers exposure to high-growth emerging markets in Latin America and Africa with a score of 4.19, while América Móvil (AMX) and Telefônica Brasil (VIV) represent the region's largest telecom players, highlighting the investment potential from geographic diversity.
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Analyst Views on KT
About KT
KT Corp is a Korea-based company primarily engaged in the provision of telecommunication services. The Company operates its business through five segments. The Information and Communication Technology (ICT) segment mainly operates wired and wireless telecommunication services such as wireless telecommunications, high-speed internet, and enterprise lines, as well as pay television (TV) services including internet protocol television (IPTV) and business-to-business (B2B) business including artificial intelligence (AI) and information technology (IT) business. The Finance segment is mainly engaged in providing financial services, such as credit card issuance and management services. The Satellite Broadcasting segment mainly provides satellite broadcasting services. The Real Estate segment is mainly engaged in the development, provision, rental and management of real estate. The Other segment mainly operates content, software development, IT, global business and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
European Telecoms Lead Foreign Seeking Alpha Quant Rankings
- Deutsche Telekom's Dominance: Deutsche Telekom (DTEGY) tops Seeking Alpha's foreign communication services Quant leaderboard with a near-perfect score of 4.90, showcasing its strong fundamentals and investment appeal in the global telecom market.
- Strong European Telecoms: Seven out of the top ten names carry either Strong Buy or Buy ratings, indicating broad fundamental strength across global telecom markets despite rising capex cycles and currency headwinds.
- Attraction of Mature Markets: Swisscom (SCMWY) and Dutch operator KPN (KKPNY) closely follow Deutsche Telekom with scores of 4.60 and 4.51, respectively, reflecting the appeal of mature, cash-generative telecoms in stable regulatory environments.
- Emerging Market Opportunities: Millicom (TIGO) offers exposure to high-growth emerging markets in Latin America and Africa with a score of 4.19, while América Móvil (AMX) and Telefônica Brasil (VIV) represent the region's largest telecom players, highlighting the investment potential from geographic diversity.
See More
KT Corporation Reports 4% Revenue Growth in Q4 2025
- Revenue Growth: KT Corporation reported Q4 2025 revenue of KRW 6.84 billion, reflecting a 4% year-over-year increase, indicating stable performance in the market despite facing security breach challenges.
- Security Breach Warning: While revenue has grown, the security breach incident serves as a cautionary note for investors, potentially impacting future customer trust and market performance negatively.
- Rating Upgrade: Following the earnings report, analysts upgraded KT's rating, reflecting market recognition of its financial performance, which may attract more investor interest.
- Historical Performance Comparison: KT's historical earnings data shows that despite challenges, the company has maintained stable revenue growth, demonstrating resilience and adaptability within the industry.
See More
NAN FUNG TRINITY Acquires New Stake in KT Corporation
- New Investment Position: On February 3, 2026, NAN FUNG TRINITY (HK) LTD disclosed a new position by acquiring 1,492,440 shares of KT Corporation for approximately $28.31 million, marking a strategic expansion in the telecommunications sector.
- Asset Allocation Enhancement: This acquisition positions KT to represent 2.24% of NAN FUNG TRINITY's reportable assets, becoming its 11th largest holding, indicating the firm's confidence in the telecom industry's growth potential.
- Strong Market Performance: As of February 3, 2026, KT shares were priced at $20.90, reflecting a 20.1% increase over the past year, outperforming the S&P 500 by 4.73 percentage points, showcasing market recognition of its business model and growth prospects.
- Valuation at a Discount: NAN FUNG TRINITY purchased KT at a P/E ratio of 15, with a forward P/E ratio of 6, suggesting the investment was made at a reasonable price, with potential for further share accumulation to strengthen its competitive position in the telecom market.
See More
Benzinga Unveils Top Ten International Value Stocks for 2026
- Global Value Investment Opportunities: The Benzinga Value Ranking system identifies the top ten non-U.S. value stocks by integrating multiple valuation metrics, assisting investors in finding margin of safety and upside potential in a mispriced market.
- Valuation Dispersion Phenomenon: Outside the U.S., many profitable and asset-rich companies are overlooked, trading at single-digit earnings multiples, highlighting extreme valuation dispersion that presents potential investment opportunities.
- Risk Management Advantage: By focusing on the top decile of the Benzinga Value Ranking, investors can access the cheapest segment of the global market, thereby reducing risk as these stocks typically come with lower expectations.
- Long-Term Growth Potential: As we approach 2026, the Benzinga Value Ranking provides a systematic approach to uncover overlooked global stocks, which, while not guaranteed winners, offer limited downside risk and significant upside potential.
See More
Oasis Management Fully Exits KT Corporation, Cashing Out $8.31 Million
- Complete Exit: Oasis Management disclosed in a November 13 SEC filing that it has fully sold its 400,000 shares of KT Corporation, cashing out approximately $8.31 million, indicating a cautious stance on the company's future performance.
- Position Change: This transaction results in a net change of $8.31 million for Oasis Management's KT position, reflecting a strategy of reallocating capital within a concentrated portfolio, even as KT outperformed the broader market over the past year.
- Financial Performance: KT's third-quarter revenue rose 7.1% year-over-year to approximately KRW 7.1 trillion, with operating profit climbing 16%, indicating strong growth momentum in telecommunications, cloud computing, and real estate development.
- Shifting Market Appeal: Despite improvements in KT's execution, Oasis Management's focus has shifted towards higher-volatility or higher-upside infrastructure and data assets, potentially diminishing KT's appeal as a stable, dividend-oriented telecom stock.
See More
Oasis Management Fully Exits KT Corporation Position Worth $8.31 Million
- Share Sale: Oasis Management sold 400,000 shares of KT Corporation in Q3, valued at approximately $8.31 million, indicating a reassessment of the company's future growth potential.
- Asset Reallocation: This sale reduced KT's share in Oasis Management's assets under management from 0.95% to zero, reflecting a strategic reallocation of capital within the concentrated portfolio rather than outright pessimism towards KT.
- Performance Metrics: Despite Oasis's exit, KT reported a 7.1% year-over-year revenue increase in Q3 to about KRW 7.1 trillion, with operating profit rising 16%, showcasing strong performance in telecom and cloud services.
- Market Competitiveness: KT's 5G penetration reached 80.7%, and despite rising costs, EBITDA remained stable, indicating that its competitive advantage in South Korea's communications sector is still intact.
See More
European Telecoms Lead Foreign Seeking Alpha Quant Rankings
- Deutsche Telekom's Dominance: Deutsche Telekom (DTEGY) tops Seeking Alpha's foreign communication services Quant leaderboard with a near-perfect score of 4.90, showcasing its strong fundamentals and investment appeal in the global telecom market.
- Strong European Telecoms: Seven out of the top ten names carry either Strong Buy or Buy ratings, indicating broad fundamental strength across global telecom markets despite rising capex cycles and currency headwinds.
- Attraction of Mature Markets: Swisscom (SCMWY) and Dutch operator KPN (KKPNY) closely follow Deutsche Telekom with scores of 4.60 and 4.51, respectively, reflecting the appeal of mature, cash-generative telecoms in stable regulatory environments.
- Emerging Market Opportunities: Millicom (TIGO) offers exposure to high-growth emerging markets in Latin America and Africa with a score of 4.19, while América Móvil (AMX) and Telefônica Brasil (VIV) represent the region's largest telecom players, highlighting the investment potential from geographic diversity.
See More
KT Corporation Reports 4% Revenue Growth in Q4 2025
- Revenue Growth: KT Corporation reported Q4 2025 revenue of KRW 6.84 billion, reflecting a 4% year-over-year increase, indicating stable performance in the market despite facing security breach challenges.
- Security Breach Warning: While revenue has grown, the security breach incident serves as a cautionary note for investors, potentially impacting future customer trust and market performance negatively.
- Rating Upgrade: Following the earnings report, analysts upgraded KT's rating, reflecting market recognition of its financial performance, which may attract more investor interest.
- Historical Performance Comparison: KT's historical earnings data shows that despite challenges, the company has maintained stable revenue growth, demonstrating resilience and adaptability within the industry.
See More
NAN FUNG TRINITY Acquires New Stake in KT Corporation
- New Investment Position: On February 3, 2026, NAN FUNG TRINITY (HK) LTD disclosed a new position by acquiring 1,492,440 shares of KT Corporation for approximately $28.31 million, marking a strategic expansion in the telecommunications sector.
- Asset Allocation Enhancement: This acquisition positions KT to represent 2.24% of NAN FUNG TRINITY's reportable assets, becoming its 11th largest holding, indicating the firm's confidence in the telecom industry's growth potential.
- Strong Market Performance: As of February 3, 2026, KT shares were priced at $20.90, reflecting a 20.1% increase over the past year, outperforming the S&P 500 by 4.73 percentage points, showcasing market recognition of its business model and growth prospects.
- Valuation at a Discount: NAN FUNG TRINITY purchased KT at a P/E ratio of 15, with a forward P/E ratio of 6, suggesting the investment was made at a reasonable price, with potential for further share accumulation to strengthen its competitive position in the telecom market.
See More
Benzinga Unveils Top Ten International Value Stocks for 2026
- Global Value Investment Opportunities: The Benzinga Value Ranking system identifies the top ten non-U.S. value stocks by integrating multiple valuation metrics, assisting investors in finding margin of safety and upside potential in a mispriced market.
- Valuation Dispersion Phenomenon: Outside the U.S., many profitable and asset-rich companies are overlooked, trading at single-digit earnings multiples, highlighting extreme valuation dispersion that presents potential investment opportunities.
- Risk Management Advantage: By focusing on the top decile of the Benzinga Value Ranking, investors can access the cheapest segment of the global market, thereby reducing risk as these stocks typically come with lower expectations.
- Long-Term Growth Potential: As we approach 2026, the Benzinga Value Ranking provides a systematic approach to uncover overlooked global stocks, which, while not guaranteed winners, offer limited downside risk and significant upside potential.
See More
Oasis Management Fully Exits KT Corporation, Cashing Out $8.31 Million
- Complete Exit: Oasis Management disclosed in a November 13 SEC filing that it has fully sold its 400,000 shares of KT Corporation, cashing out approximately $8.31 million, indicating a cautious stance on the company's future performance.
- Position Change: This transaction results in a net change of $8.31 million for Oasis Management's KT position, reflecting a strategy of reallocating capital within a concentrated portfolio, even as KT outperformed the broader market over the past year.
- Financial Performance: KT's third-quarter revenue rose 7.1% year-over-year to approximately KRW 7.1 trillion, with operating profit climbing 16%, indicating strong growth momentum in telecommunications, cloud computing, and real estate development.
- Shifting Market Appeal: Despite improvements in KT's execution, Oasis Management's focus has shifted towards higher-volatility or higher-upside infrastructure and data assets, potentially diminishing KT's appeal as a stable, dividend-oriented telecom stock.
See More
Oasis Management Fully Exits KT Corporation Position Worth $8.31 Million
- Share Sale: Oasis Management sold 400,000 shares of KT Corporation in Q3, valued at approximately $8.31 million, indicating a reassessment of the company's future growth potential.
- Asset Reallocation: This sale reduced KT's share in Oasis Management's assets under management from 0.95% to zero, reflecting a strategic reallocation of capital within the concentrated portfolio rather than outright pessimism towards KT.
- Performance Metrics: Despite Oasis's exit, KT reported a 7.1% year-over-year revenue increase in Q3 to about KRW 7.1 trillion, with operating profit rising 16%, showcasing strong performance in telecom and cloud services.
- Market Competitiveness: KT's 5G penetration reached 80.7%, and despite rising costs, EBITDA remained stable, indicating that its competitive advantage in South Korea's communications sector is still intact.
See More
