KT, 자사주 매입으로 주주가치 제고…목표가 27.8%↑-BNK

BNK투자증권이 KT (46,800원 ▼150 -0.32%) 목표주가를 기존 대비 27.8% 높은 6만원으로 상향 조정했다. 올해 진행될 자산 효율화와 자본 재배치에서 긍정적인 효과가 나올 것이라는 판단에서다.

김장원 BNK투자증권 연구원은 "KT는 조만간 자사주 2500억원을 매입 후 소각할 계획이다"며 "이는 올해부터 3년간 1조원 자사주 매입의 일환이며, 올해 상반기에 반영할 비핵심자산 유동화 수익도 향후 주주환원 재원으로 사용한다"고 17일 밝혔다.

그러면서 "주주가치 제고 계획은 확인됐고, 자산 효율화와 재분배가 기업가치에 긍정적으로 작용할 전망이다"며 "투자의견을 매수로 유지, 목표주가를 6만원 상향한다"고 했다.

BNK투자증권은 지난해 KT에서 단행한 네트워크 사업부 재편과 대규모 구조조정으로 올해 수익구조가 개선될 것으로 내다봤다.

김 연구원은 "저수익 사업에 합리화로 수익구조 개선뿐만 아니라 인력의 재배치와 전문화를 통해 신성장동력에 역량을 집중할 수 있는 기반에 중점을 둘 수 있다"며 "AI(인공지능) 사업은 지난해 전략적 제휴를 맺은 MS와 본격적인 협력으로 공고해질 전망이다"고 설명했다.

 

추가 조사

## KT의 B2B AI 전략 및 MS와의 협력

KT는 마이크로소프트(MS)와 전략적 파트너십을 통해 B2B AI 사업을 본격화하고 있습니다[1]. 주요 내용은 다음과 같습니다:

- 2025년 2분기에 GPT-4 기반의 '한국형 AI 모델' 출시 예정
- 한국의 역사, 정치, 법률 등 다양한 분야의 데이터를 학습한 모델
- 국내 전략 고객사 30개사에 우선 제공 계획

**차별점**:
- 한국 특화 데이터 학습으로 국내 기업에 최적화된 서비스 제공
- 안전하고 신뢰할 수 있는 원칙과 프로세스 적용

## KT의 AI/IT 사업 성장 전략

KT는 AI/IT 부문에서 큰 성장을 보이고 있습니다[5]:

- 2024년 AI/IT 부문 매출 1조1058억원 (전년 대비 11.9% 증가)
- AX(AI 전환) 전략을 통해 B2B IT 사업에 AI 필수 접목
- AICT(AI+ICT) 기업으로의 전환 추진

## B2B 컨설팅 역량 강화

KT는 B2B 컨설팅 역량을 강화하기 위해 다음과 같은 조치를 취하고 있습니다[6][12]:

- '전략·사업컨설팅부문' 신설
- AX 전략사업 발굴·제안·수행 지원을 맡는 'GTM본부' 설립
- 차세대 IT 프로젝트 이행 등을 맡는 'TMO본부' 설립
- MS와의 전략적 협력을 비롯한 국내외 테크기업과의 파트너십 강화를 위한 'SPA본부' 설립

## 주요 B2B 컨설팅 접근 방식

KT의 B2B 컨설팅 접근 방식은 다음과 같습니다[12]:

- C-레벨 컨설팅, 프리 컨설팅 차원에서 고객사의 정확한 AX 니즈 파악
- AI 또는 클라우드 기반 전환에 대한 기술적 컨설팅 제공
- POV(Proof of Value) 형태의 구체적인 결과물 제시
- KT 내부 전문가 및 외부 최고 전문가 채용 계획
- MS의 전문 역량 활용

이러한 정보들을 바탕으로, KT의 B2B 컨설턴트로서 AI와 클라우드 기반의 디지털 전환 전략, 산업별 맞춤형 솔루션, 그리고 MS와의 협력을 통한 글로벌 수준의 컨설팅 역량에 대해 깊이 있게 이해하고 준비하는 것이 중요할 것 같습니다.

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