#Banking - NII R$20.9B(+15.7% YoY), Gross NIM 9.1% / Net NIM 4.5% 안정 - 확장대출자산 R$1.137조(+11.6% YoY) — 개인 +8.4%, 기업 +14.1%, 담보중심 성장 - 충당금(LLP) R$9.99B(+22.6% YoY), 90일연체율 4.3%(+0.2%p YoY) #Forward_Look (컨센) - 차기 분기 Rev +5.7% YoY, EPS +32.7% YoY #Comments 🟢 순이익 10분기 연속 성장, ROAE 확대 지속 🔴 90일연체율 소폭 상승(MSME 중심) + 브라질 고금리·가계부채 매크로 리스크 부각 - 핵심: 담보중심 대출확대로 리스크·수익성 균형 유지 가능할지 관건 ——— 📣 나쁜 양파 · t.me/Badonions

Channel
나쁜양파 실적알리미
@Badonions_earning
On this record: Growth · Engagement · Posts · Citations · Cite this entry
529subscribers
+12 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1004387165014 |
|---|---|
| Type | Channel |
| Username | @Badonions_earning |
| Created | Between 1 June 2026 and 6 August 2026— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 13 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 13 August 2026 |
| On Telegram | t.me/Badonions_earning |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 13 Aug 2026, 15:37 | 529 | +11 |
| 6 Aug 2026, 18:32 | 518 | no change |
| 6 Aug 2026, 10:01 | 518 | +1 |
| 6 Aug 2026, 04:37 | 517 | first reading |
Engagement
20 posts held, back to 6 August 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 2.54%
- avg views ÷ 529 subscribers
- Avg views / post
- 13.4
- 20 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 20
- of 20 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views— note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 6 August 2026 |
|---|---|
| Posts held | 20 (6 August 2026 – 6 August 2026) |
| Views total | 269 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Aug 2026, 18:32 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
Recent posts
브라데스코 · $BBD · 2Q26 실적 (장중) 브라질 대형 민간은행 · 리테일·기업금융·보험 영위, 시총 $36.8B 장중 $3.44 🔴 -1.15% #Financial_Results 🟢 Rev R$37.6B (Est. R$37.19B, +1.1%) 🟢 순이익 R$7.1B (+16.2% YoY) 🟢 ROAE 16.2% (10분기 연속 개선) 🟢 효율성비율 46.5% (-3.4%p YoY 개선)
#Utilities - Sempra Texas(Oncor 지분 80.25%) 귀속이익 $346M (전년比 +66%) — 신규 기준요금 6/1 발효 효과 - Sempra California(SDG&E·SoCalGas) 귀속이익 $297M (전년比 +15%) - Sempra Infrastructure 귀속이익 $230M (전년比 +219%) — SI Partners 지분 45% KKR 매각 3분기 완료 예정 #FCF_CapEx (상반기 누적) - OCF $3.12B (전년 $2.27B) · CapEx $4.69B (전년 $4.64B) · FCF -$1.57B (전년 -$2.37B) - CapEx/OCF 150%, 텍사스·캘리포니아 유틸리티 중심 대규모 투자 지속 #ROIC (회계연도 기준) - 5.2% → 4.2% → 2.3% (증분 R…
Sempra · $SRE · 2026 2Q 실적 (장중) 캘리포니아·텍사스 전력·가스 유틸리티 지주사, LNG 인프라 사업 병행 · 시총 $58.1B 장중 $84.53 🔴 -0.15% #Financial_Results 🔴 Rev $2.997B (Est. 3.102B, -3.4%) 🟢 EPS $1.21 (Est. 1.04, +16.5%) 🟢 Adj EPS $1.16 (Est. 1.06, +9.8%)
#Copper_Ops - Gibraltar 구리 생산 30.3M lbs(+53% YoY), C1원가 $2.41/lb(전년 $3.14/lb 대비 개선), 2026 가이던스 110~115M lbs 유지 - Florence Copper 첫 풀분기 가동, 캐소드 5.2M lbs 생산(1분기 1.5M lbs에서 급증), C1원가 $4.72/lb, 2026 가이던스 30~35M lbs 유지 - 몰리브덴 부산물 크레딧 lb당 $0.65(가격 $29.63/lb), Gibraltar 원가부담 상쇄 #ROIC (회계연도 기준) - 8.9% → 3.3% → 5.3% (증분 ROIC 50.0%) - 투하자본 $1.0B → $1.1B → $1.3B (+18.2% YoY) #Forward_Look (컨센) - 차기 분기 Rev +60.8% YoY, EPS +…
트레코 메탈스(Trekor Metals) · $TGB · 26년 2분기 실적 (장전) 북미 구리 생산업체 · 지브롤터(BC)·플로렌스(AZ) 구리광산 운영 · 시총 $2.99B 종가 $8.18 🟢 +4.47% 장전 $8.33 🟢 +1.83% #Financial_Results ⚪ Rev $330.6M (Est. 331.6M, -0.3%) 🟢 Adj EBITDA $125.1M (+618% YoY, Q2'25 $17.4M) 🔴 Adj EPS $0.11 (Est. 0.117, -6.0%)
#Pipeline - ZUSDURI 매출 $50.4M(전분기 +73%), 활성 처방시설 1,444곳·처방의사 452명(반복처방 비중 45%↑, 전분기 40%) - JELMYTO 매출 $22.0M(전년동기 $24.2M, -9.1%), FY26 가이던스 $97M-101M 궤도 유지 - UGN-103 6개월 DOR 94.5%(Phase3 UTOPIA), NDA 3Q26 제출 예정·잠재 승인 2027. UGN-501은 FDA IND 승인, Phase1 4Q26 개시 예정 #ROIC (회계연도 기준) - 67.9% → 86.1% → 113.7% - 투하자본 $-0.1B → $-0.1B → $-0.1B (+0.0% YoY), NOPAT +0.0% #Forward_Look (컨센) - 차기 분기 Rev +175.3% YoY, EPS +92.9% Y…
UroGen Pharma(유로젠파마) · $URGN · 2026년 2분기 실적 (장전) 방광암·요로상피암 치료제 상업화 바이오텍, ZUSDURI 판매 중 — 시총 $2.26B 종가 $46.43 🟢 +16.31% 장전 $45.00 🔴 -3.08% #Financial_Results 🟢 Rev $72.5M (Est. $63.5M, +14.1%)
#ROIC (회계연도 기준) - 23.1% → 28.2% → 26.3% (증분 ROIC 0.0%) - 투하자본 $0.6B → $0.6B → $1.1B (+83.3% YoY), NOPAT +0.0% #Forward_Look (컨센) - 차기 분기 Rev +23.4% YoY, EPS +25.4% YoY #Comments 🟢 3분기 매출 가이던스 $277M–287M(중간값 +10.6% QoQ), non-GAAP EPS $2.70–2.85 – 성장 모멘텀 지속 🔴 총마진 56.5%, 전분기 57.7%·전년동기 57.8% 대비 하락 – 믹스 변화 원인 확인 필요 - 핵심: GAA 전환·첨단패키징 수요 확대가 다음 분기 마진 반등으로 이어지는지 관건 ——— 📣 나쁜 양파 · t.me/Badonions
노바(Nova) · $NVMI · 26년 2분기 실적 (장전) 반도체 박막·패키징 공정계측 솔루션 기업 · 시총 $12.79B 종가 $402.38 🔴 -2.69% 장전 $392.00 🔴 -2.58% #Financial_Results 🟢 Rev $254.96M (Est. $250.33M, +1.8%) 🔴 GPM 56.5% (Est. 59.0%, -2.5%p) 🟢 EPS $2.51 (Est. $2.41, +4.1%)
#Wholesale - Global Markets 순매출 ¥318.7B(Equities +82.6% ¥179.5B, FICC +11.4% ¥139.2B), IB 순매출 ¥50.4B(+33.0%) - Wholesale 세전이익 ¥93.3B(+122.7%), Cost-to-income비율 84%→75%로 개선 #Wealth_AM - Wealth Management 순매출 ¥145.4B(+37.5%), 세전이익 ¥71.1B(+83.4%), recurring revenue assets ¥31.7T(+13.6%) - Investment Management 순매출 ¥98.3B(+94.4%, Macquarie 인수 편입 효과), 세전이익 ¥45.0B(+109%) #Forward_Look (컨센) - 차기 분기 Rev +3.1% YoY, EPS +1.…
노무라홀딩스 · $NMR · 2Q26(4-6월) 실적 (장전) 일본 최대 증권사 겸 종합금융그룹, Wealth·Wholesale·자산운용 겸영 · 시총 $28.8B 종가 $9.93 🟢 +1.95% 장전 $9.92 🔴 -0.15% #Financial_Results 🟢 Net Revenue ¥686.7B (+31.2% YoY) 🟢 세전이익 ¥211.5B (+32.0% YoY) 🟢 순이익 ¥145.6B EPS ¥49.90 (Dil. ¥48.34) 🟢 ROE 15.4%
Showing the 12 most recent of 20 posts we hold for @Badonions_earning. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Citation-graph rank
Citation-graph rank — 1,047,122 of 1,480,688entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Names
Channels on the register whose handles appear in this channel's posts.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 13 August 2026 — this entry's latest reading, not the date you are reading this.
“나쁜양파 실적알리미” (@Badonions_earning), 529 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/Badonions_earning.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.