On the morning of the 28th, stocks related to USIM are showing an upward trend. SK Telecom has begun replacing USIMs for all customers starting today, and it is reported that there is a shortage of USIMs, which is interpreted as causing buying pressure on related companies.

On the 27th, there is a notice of depletion of SIM card stock posted on the entrance of a direct SKT store located in Seoul./Courtesy of News1

XCURE, a KOSDAQ-listed company supplying USIMs to SK Telecom, is trading at 5,010 won as of 9:34 a.m. that day. The stock rose by 1,150 won (29.79%) compared to the previous trading day and went directly to the limit up early in the session. The stock price has recorded limit up for two consecutive trading days.

Stocks of UBIVELOX (29.99%) and Hansol Inticube (18.34%), known as USIM-related companies, are also recording high gains.

Predictions indicate that the USIM quantities secured by SK Telecom will be significantly lower than demand, which is interpreted as causing buying pressure on suppliers.

Starting at 10 a.m. that day, SK Telecom will conduct free USIM replacements for all customers at its T World stores nationwide. With the number of eligible customers reaching 24 million, SK Telecom is currently said to have secured about 1 million USIMs.

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