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Channel

대신 신성장산업 & 유틸리티

@Daishinsmc

On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry

3,166subscribers

-2 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1001501645737
TypeChannel
Username@Daishinsmc
CreatedBetween 1 January 2021 and 31 March 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live11 August 2026
Measurements held3
Confirmed unchanged2 times, most recently 11 August 2026
On Telegramt.me/Daishinsmc

Growth

3,1663,1683,1676 August 2026 — 3,168 subscribers6 August 2026 — 3,168 subscribers9 August 2026 — 3,166 subscribers6 August 20269 August 2026
3 measurements spanning 3 days, net -2. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 3,166–3,168 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
9 Aug 2026, 05:033,166-2
6 Aug 2026, 11:013,168no change
6 Aug 2026, 10:513,168first reading

Engagement

21 posts held, back to 24 June 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 3 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
18.4%
avg views ÷ 3,166 subscribers
Avg views / post
583
9 posts measured
Reaction rate
0.399%
reactions ÷ views · ER floor
Posts in window
9
of 21 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. It is computed over the 8 of 9 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 6 August 2026
Posts held21 (24 June 20266 August 2026)
Views total5,248
Reactions total20
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken7 Aug 2026, 23:44 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.

Reaction mix

35 reactions across 13 posts, in 8 distinct kinds. The most used accounts for 37.1% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
1337.1%
💩822.9%
👍617.1%
😁38.57%
🤮25.71%
🌚12.86%
🐳12.86%
👎12.86%

No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.

Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.

Coverage. Reactions were read on 13 of the 21 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 35reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 21 most recent posts we hold, published 24 June 2026 to 6 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.

Recent posts

6 Aug 2026, 22:55 UTC239 viewsread 7 August 2026
Photo

[대신증권 한송협] [2Q26 Review] 휴젤: 중국이 2분기 캐리 투자의견 BUY 유지 / 목표가 400,000원 유지 현재 주가 기준 상승여력 43.4% 현 주가는 26F PER 20배 수준 2Q26 실적: 매출 1,379억원(+25% YoY, +18% QoQ), 영업이익 560억원(-1% YoY, +18% QoQ, OPM 40.6%) 기록. 컨센서스를 각각 9% 상회했으며 당사 추정치에는 부합 중국이 견인: APAC 톡신 매출 383억원(+45% YoY, +56% QoQ). 중국이 65% 이상을 차지했으며 현지 판매 증가와 사환제약의 재고 보충이 선적 확대를 견인 수출 전반 호조: 미국과 브라질, 호주 및 유럽도 성장. 국내 톡신은 205억원(+8% YoY)으로 2개 분기 연속 성장 필러와 화장품: 필러 및 스킨부스터는 34

3 Aug 2026, 23:50 UTC290 views2 reactionsread 7 August 2026
Forwarded from @dsrscPhoto

2026년 8월 대신신성장산업 Top-Picks [대신증권 신성장산업팀] #신성장산업팀 #파마리서치 파마리서치 실적 2분기 수출 호조로 분기 최대 실적 경신 전망, 미국 및 동남아 화장품 성장으로 실적 눈높이 상향 기대 #브이엠 #수혜 브이엠 수혜 고객사 CAPEX 지속 확대에 따른 수혜 전망, 신규 장비 출시 및 신규 고객사 확보로 밸류에이션 리레이팅 예상 #프로텍 #개선 프로텍 개선 자회사 피엠티 턴어라운드로 영업이익 개선 전망, 고성능 패키징 장비 LCB 부각 및 포트폴리오 확장 기대 📎PDF | ➡️보고서원문| 📝요약/해설

1💩1

3 Aug 2026, 23:31 UTC372 views2 reactionsread 7 August 2026
Forwarded from @dsrscPhoto

[2Q26 Review] 효성중공업: 주가만 후퇴. 펀더멘털은 전진 앞으로! [대신증권 허민호] #허민호 #효성중공업 목표주가 조정 목표주가 420만원으로 하향했으나, 펀더멘털은 강화되는 모습. 2026년 수주 가이던스 12조원, 매출 성장률 25% 등으로 상향. #미국전력시장 #AI데이터센터 AI 전력 수요 증가 미국 전력기기 시장 협력 확장 및 AI 데이터센터 전용 요금제 도입 효과 기대. Quanta와 JV 설립으로 미국 전력기기 생산 능력 확대. #수주실적 #매출성장 수주 및 실적 상향 2026년 중공업 수주 가이던스 12조원으로 상향, 매출 성장률 25%로 상향. 초고압 변압기 외 GIS, GCB 수주 증가 반영. 📎PDF | ➡️보고서원문| 📝요약/해설

👍1💩1

30 Jul 2026, 00:17 UTC549 views3 reactionsread 7 August 2026
Forwarded from @dsrscPhoto

[2Q26 Review] 두산에너빌리티: 거친 주가 숨고르기. 그러나 하반기 구조적 성장의 서막 [대신증권 허민호] #허민호 #두산에너빌리티 목표주가 조정 미국 빅테크 FCF 불확실성, 해외 원전 수주 지연 등으로 목표주가 110,000원으로 하향. #두산에너빌리티 #수주증가 하반기 성장 기대 글로벌 SMR, 대형 원전 건설 지연은 없으며, 하반기 TVA PPA 계약 등 성장 모멘텀 재개 전망. #두산에너빌리티 #수주확대 신규 수주 전망 연간 수주 가이던스 유지 속 초과 달성 기대, 미국 유틸리티향 가스터빈 추가 수주 가능성 존재. 📎PDF | ➡️보고서원문| 📝요약/해설

1👍1💩1

23 Jul 2026, 22:22 UTC661 views2 reactionsread 7 August 2026
Forwarded from @dsrscPhoto

#허민호 #LSELECTRIC 실적 성장 전망 LS전선, 2026년 매출 6.78조원, 영업이익 7,900억원 전망. 공급 부족 수혜로 고성장 진입 기대. #주가상향 #목표주가 목표주가 상향 LS전선, 목표주가 330,000원으로 10% 상향 조정. 빅테크향 수주, 하이엔드 시장 진입 성공. #2분기실적 #깜짝실적 2분기 실적 서프라이즈 LS전선, 2분기 매출 32%, 영업이익 64% 증가. 미국향 전력기기 매출 및 국내외 반도체 증설 효과. 📎PDF | ➡️보고서원문| 📝요약/해설

1💩1

22 Jul 2026, 23:52 UTC617 views1 reactionsread 7 August 2026
Forwarded from @dsrscPhoto

#허민호 #한전KPS 투자 전략 및 재평가 모멘텀 목표주가 6.4만원으로 하향하나 저가 매수 기회, 12차 전기본 및 K-원전 미국 진출 기대 #실적 #전망 2분기 영업이익 673억 (+3% YoY), 연말 재평가 모멘텀 기대 #배당 #매력 2026년 예상 DPS 2,310원, 현재가 기준 배당수익률 5.3%의 배당 매력 📎PDF | ➡️보고서원문| 📝요약/해설

1

21 Jul 2026, 00:19 UTC898 views1 reactionsread 7 August 2026
Photo

금 주 스몰캡팀 온라인 줌 콥데이가 예정되어 있습니다. 많은 참석 부탁드립니다.

👍1

20 Jul 2026, 23:23 UTC821 views8 reactionsread 7 August 2026
Photo

[대신증권 박장욱][Industry Report] AI 인터커넥트 대전환 병목은 광으로 모이고, 이제 곧 빛의 시대가 열린다. AI 인프라의 병목은 연산→메모리→GPU 간 인터커넥트로 이동하고 있다. Tensor Parallelism, Expert Parallelism과 MoE의 All-to-All 통신 확대로 GPU 간 데이터 이동량이 구조적으로 증가하는 반면, 구리 인터커넥트는 거리·전력·칩 외곽 면적의 한계에 가까워지고 있다. 광 전환은 스케일아웃→랙 내부 스케일업→패키지·칩 인접 광 I/O 순으로 진행될 전망이다. 상용화 시점은 지연될 수 있지만, AI 모델 확장과 GPU 간 통신량 증가가 지속되는 한 방향성은 명확하다. 글로벌 관심 기업은 Lumentum, Coherent, Sivers, Corning, Fujikura, Gl

4💩3🐳1

10 Jul 2026, 13:13 UTC≈1,130 viewsread 7 August 2026

https://www.leadeconomy.co.kr/news/articleView.html?idxno=8586

10 Jul 2026, 13:13 UTC≈1,050 viewsread 7 August 2026

https://biz.newdaily.co.kr/site/data/html/2026/07/10/2026071000106.html

Showing the 12 most recent of 21 posts we hold for @Daishinsmc. 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 — 636,421 of 1,169,250entries 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.

Republishes

Channels on the register whose posts this channel has forwarded.

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.

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 9 August 2026 — this entry's latest reading, not the date you are reading this.

“대신 신성장산업 & 유틸리티” (@Daishinsmc), 3,166 subscribers as measured 9 August 2026. Telegram Register, tgregister.com/channel/Daishinsmc.

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.