SK Telecom KT LG U Plus, such as mobile communication, 3Q operating profit of 3Q11 is expected to go to W1tr. If so, it is the third quarter of the operating profit, which is recorded in 14Q11 in the first quarter of this year, followed by three consecutive quarter.
The trend according to the improvement of wireless business profitability and stabilization of marketing costs due to increased 5G subscribers is steadily impacted. It is noted that this flow is noted until the fourth quarter is concentrated in accordance with seasonal characteristics.
According to the 15th Securities Authority and the Korea Telecommunications industry, the sum of the third quarter of the 3Q09 is expected to record an orber between W1500bn.
It is a level of about 14% higher than the summation sales of summary sales in 3Q09 last year.
By company, SK Telecom s quarterly holidays are expected to reach 400 billion won, KT and LG U Plus are expected to about W370bn and W280bn.
Marketing costs are not significantly compelling and improving earnings improvement due to increased 5G subscribers. In the third quarter, the number of 5G subscribers occupied by the 6th quarter of the handset subscriber has reached 40%, and the rate sales per subscriber have risen rapidly.
SK Telecom has put subscription services and has increased marketing costs due to Galaxy Z flip 3 release, but it is assessed that it has not significantly affected the stable marketing cost structure.
IPTV business is also a slowdown in VOD sales, but it is a power to improve the profitability of wired businesses due to an increase in subscribers.
The performance of IDC businesses and clouds, such as non-uninterruptible trends, has also been solid.
In addition, improvement of non-communication new business growth and subsidiary performance is also affecting the overall profitability improvement in the telecommunications industry.
It is not easy to continue the summation of the summary of the first trillion won in the fourth quarter. The reason why the annual CAPEX enforcement is concentrated is the largest, and the increase in marketing costs due to the launch of the iPhone.
It is an explanation that the cost increases is large than the third quarter, which had one-time factors such as payment of broadcasting development funds.
The telecommunications industry official said, The increase in profitability of the wireless business according to the conversion of 5G subscribers seems to be continued, It is a major axis of the earnings growth, but the growth of the wireless business, It seems to be.
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