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<p>메리츠증권 통신/미디어 정지수] <br><br>▶️SK텔레콤(017670) <br>[Buy, TP 75,000원] <br>1Q22 Preview: 비용 절감 효과가 나타난 1Q22  <br>2022.4.11(월) <br><br>(Report) <a href="https://bit.ly/3jqrQVm" target="_blank" class="ke-link">https://bit.ly/3jqrQVm</a> <br><br>-  1Q22 연결 영업이익 3,928억원(+5.0% YoY)으로 컨센서스(3,826억원) 상회 전망 <br><br>-  인건비 일회성에도 마케팅비용/감가상각비 감소로 별도 영업이익 3,221억원 전망 <br><br>-  2022년 연결 매출액 17.39조원(+3.8% YoY), 영업이익 1.46조원(+5.1% YoY) 전망 <br><br>-  1Q22 감가상각비 감소 효과 본격화로 2022년 실적에 유의미하게 기여 예상 <br><br>-  IDC 사업은 현재 92MW 수준의 캐파를 2025년까지 200MW로 확대한다는 계획 <br><br><br>(Report) <a href="https://bit.ly/3jqrQVm" target="_blank" class="ke-link">https://bit.ly/3jqrQVm</a></p>
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