KT Corporation: Staying Bullish On Policy Tailwinds And Strategic Alliances

  • I retain a Buy rating on KT Corporation, following an evaluation of the new Korean president's priorities and the company's inorganic growth initiatives like partnerships. Korea is placing a huge emphasis on AI now, and the group's data center operations should be a key beneficiary. KT is collaborating with major American enterprises like Microsoft and Palantir, which should give it an edge over its local competitors in the AI space.