Concerns and expectation mixed
우려와 기대가 혼재
IBK Investment & Securities | 2018.03.13
Mobile phone subscriber sales situation
In Q4 2017, mobile subscribers increased by 4.4% QoQ to 6.9 million, up 6.8% from a year earlier. Annual number of subscribers decreased by 0.5% YoY to 7.01mn, which is insignificant. In 4Q09, SKT increased net inflows, KT net outflows declined, and LGU + was similar. The net outflow of MVNO was 8,129, more than 10 times of the previous quarter. For the year, net outflows of SK Telecom and KT decreased by one quarter, LGU + turned into net inflows, and MVNO net inflows fell by 81%. Number transfer has been shrinking sharply as the rate discount policy, including the selective discount rate increase, has become more concrete.
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