1. Key Takeaways from LG Uplus’s IR

LG Uplus announced its Q1 earnings and future growth strategies in this IR. They communicated with investors, disclosing positive factors such as 5G subscriber growth, the launch of ‘Volt Up 2.0,’ and investments in the ixi brand AI business, along with risks such as intensifying competition and external environmental variables.

2. Positive Factors and Growth Potential

  • Solid Service Revenue Growth: Continued growth in mobile and smart home businesses
  • Securing Future Growth Engines: Investments in EV charging (Volt Up 2.0) and AI (ixi) businesses
  • Strengthening Content Competitiveness: Providing differentiated content such as Children’s Country and U+tv next 2.0

3. Risk Factors to Consider When Investing

  • Decline in Telephone Business Revenue: Need to develop new revenue models
  • External Environmental Variables: High interest rates, rising raw material prices, etc.
  • Intensifying Competition: Increased competition in the mobile communications and IPTV markets
  • Litigation Risks: Potential negative impact on corporate value

4. Investment Strategy and Action Plan

Considering the overall content of the IR, LG Uplus has high growth potential, but risk management is crucial. Investors should consider the following action plan:

  • Monitor the Performance of EV Charging and AI Businesses: Keep an eye on business roadmaps and earnings announcements
  • Understand Competitor Trends: Adjust investment strategies according to changes in the competitive landscape
  • Thorough Risk Management: Check changes in the external environment and the progress of lawsuits