NAN FUNG TRINITY Acquires New Stake in KT Corporation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
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Should l Buy KT?
Source: Fool
- 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.
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Analyst Views on KT
About KT
KT Corp is a Korea-based company that mainly provides telecommunication services. The Company operates its business through four segments. The Information and Communications Technologies segment is engaged in providing telecommunication services to individual, home, corporate customers and the convergence business. The Finance segment is engaged in providing financial services, such as credit card. The Satellite Broadcasting segment provides satellite television services. The Other segment includes security services, satellite service, information technology and network services, as well as global business services, which provide global network services to multinational or domestic corporate customers and telecommunications companies. The Company's principal services include mobile voice and data telecommunications services; fixed-line services; credit card processing and other financial services; as well as other services. The Company is engaged in the software platforms 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.
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.
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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.
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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.
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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
Oasis Management Exits KT Corporation with $8.31 Million Sale
- 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.
- Portfolio Reallocation: This sale reduced KT's share in Oasis Management's assets under management from 0.95% to zero, suggesting a shift in focus towards higher volatility or higher-return assets.
- Market Performance: Despite KT's stock rising 21.5% over the past year, outperforming the S&P 500's 16% gain, Oasis's exit may reflect a declining relative appeal regarding its stability and growth prospects.
- Financial Performance: KT reported a 7.1% year-over-year revenue increase in Q3, reaching approximately KRW 7.1 trillion, showcasing strong performance in telecommunications and cloud services, although Oasis's exit may indicate a weakening confidence in future growth.
See More
Zacks.com Spotlights StoneCo, PagSeguro Digital, KT, Arrow Electronics, and CVS Health
Investment Focus: The article highlights five low price-to-book (P/B) ratio stocks worth considering in October, including StoneCo, PagSeguro Digital, KT Corp., Arrow Electronics, and CVS Health, emphasizing their potential for growth.
Understanding P/B Ratio: The P/B ratio is a key metric for value investing, indicating whether a stock is undervalued or overvalued based on its book value, with a ratio under one suggesting a potential buying opportunity, while also noting its limitations in certain industries.
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
Oasis Management Exits KT Corporation with $8.31 Million Sale
- 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.
- Portfolio Reallocation: This sale reduced KT's share in Oasis Management's assets under management from 0.95% to zero, suggesting a shift in focus towards higher volatility or higher-return assets.
- Market Performance: Despite KT's stock rising 21.5% over the past year, outperforming the S&P 500's 16% gain, Oasis's exit may reflect a declining relative appeal regarding its stability and growth prospects.
- Financial Performance: KT reported a 7.1% year-over-year revenue increase in Q3, reaching approximately KRW 7.1 trillion, showcasing strong performance in telecommunications and cloud services, although Oasis's exit may indicate a weakening confidence in future growth.
See More
Zacks.com Spotlights StoneCo, PagSeguro Digital, KT, Arrow Electronics, and CVS Health
Investment Focus: The article highlights five low price-to-book (P/B) ratio stocks worth considering in October, including StoneCo, PagSeguro Digital, KT Corp., Arrow Electronics, and CVS Health, emphasizing their potential for growth.
Understanding P/B Ratio: The P/B ratio is a key metric for value investing, indicating whether a stock is undervalued or overvalued based on its book value, with a ratio under one suggesting a potential buying opportunity, while also noting its limitations in certain industries.
See More
