[하나증권 건설 김승준] 11/13 건설(Overweight) - 2027년의 무대는 국내다! ▶리포트: https://buly.kr/7FUVeyM 2027년 연간전망 보고서입니다. 2027년 상반기는 실적 개선과 그 배경이 뚜렷하게 확인되는 종목이 유리하다는 관점입니다. TOP PICK으로 데이터센터 GS건설, 공공주택 계룡건설, 차선호주로 반도체팹 삼성E&A를 추천드립니다. 올해 업황 정리, 내년 부동산 전망, 주택 지표 전망, 비주택부문 정리 및 투자의견을 담았습니다. <2027년 전망 결론> 1) 착공: 공공이 견인, 민간은 상저하고 2) 부동산 전망: 수요>공급 → 거주비 상승 → 매매가 상승 3) 비주택 부문의 성장: 데이터센터와 반도체 4) 투자의견: 상반기 비주택과 공공주택, 하반기 민간주택 자세한 내용은 자료를 참고 …
Content that also appears on other registered channels
Posts published here appear in near-verbatim form on 12 other registered channels. This entry also sits inside a group of 13 channels linked by matching posts, directly or through other channels in the group; two members of the group may share no posts with each other. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @HanaResearch/20158 · this entry6 Aug 2026, 23:24 UTC | @hanaglobalbottomup/88176 Aug 2026, 23:25 UTC | 1.00 | under a minute |
| @HanaResearch/20244 · this entry17 Aug 2026, 07:46 UTC | @hanaglobalbottomup/885617 Aug 2026, 07:46 UTC | 1.00 | under a minute |
| @HanaResearch/20288 · this entry20 Aug 2026, 23:28 UTC | @hanaglobalbottomup/887520 Aug 2026, 23:29 UTC | 1.00 | 72 seconds |
| @hanaglobalbottomup/91942 Nov 2026, 05:01 UTC | @HanaResearch/20832 · this entry2 Nov 2026, 05:01 UTC | 1.00 | under a minute |
| @HanaResearch/20244 · this entry17 Aug 2026, 07:46 UTC | @globaletfi/2112417 Aug 2026, 12:43 UTC | 1.00 | 5.0 hours |
| @HanaResearch/20866 · this entry4 Nov 2026, 01:33 UTC | @globaletfi/224764 Nov 2026, 02:21 UTC | 1.00 | 49 minutes |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @hanaglobalbottomup | 43 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | @hanaglobalbottomup (34–9) |
| @globaletfi | 51 (8/8 hand-verifiable sample passed) | 1.00 | 56 minutes | this entry (36–15) |
| @ITforYouFromHana | 38 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | @ITforYouFromHana (37–1) |
| @hanasmallcap | 31 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | @hanasmallcap (31–0) |
| @jeilstock | 13 (8/8 hand-verifiable sample passed) | 0.99 | 73 minutes | this entry (13–0) |
| @energy_youn | 17 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | @energy_youn (17–0) |
| @hanabond | 10 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | even |
| @hana_us_stock | 16 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | @hana_us_stock (12–4) |
| @HANAchina | 10 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | @HANAchina (8–2) |
| @deandatbond | 5 (5/5 hand-verifiable sample passed) | 1.00 | under a minute | @deandatbond (3–2) |
| @corevalue | 13 (8/8 hand-verifiable sample passed) | 1.00 | 69 minutes | this entry (13–0) |
| @kimu_nim | 5 (5/5 hand-verifiable sample passed) | 1.00 | 10 minutes | this entry (4–1) |
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. 78 of the 83 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.
“Published first” means first in this corpus. We hold 614 comparable posts for this entry, running 5 August 2026 to 11 November 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
- Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
- 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
- shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
- Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Of the group of 13 channels, the one whose matching posts we hold earliest is @hanaallocation. That channel is not among the channels listed above, so this entry may share no posts with it and this does not say where this entry’s content came from. It is a statement about our reading window, not a claim of authorship.
