땀내나는 섹터에 미래 있으리
1. 본 채널에 게시되는 내용들은 개인적인 스터디 내용 등에 기반하여 제 스스로의 판단 하에 작성하고 있습니다.
2. 본 채널에 게시되는 내용들은 투자에 참고로만 활용하시기 바라며, 어떠한 경우에도 투자 결과에 대한 법적 책임 등의 판단근거로 사용될 수 없습니다.
3. 본 채널에 게시되는 내용들은 전문성을 담보하지 않으며, 인용하거나 제시된 자료들이 사실과 일치하지 않을 수 있으며 정확성, 시의성을 보증하지 않습니다
Created
Between 1 December 2021 and 30 April 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated.
8 measurements spanning 8 days, net -3. 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 12,680–12,696 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)
Subscribers
Change
14 Aug 2026, 08:04
12,683
+1
12 Aug 2026, 23:34
12,682
-3
12 Aug 2026, 01:42
12,685
-7
11 Aug 2026, 01:21
12,692
+2
9 Aug 2026, 02:12
12,690
-1
8 Aug 2026, 03:08
12,691
-3
6 Aug 2026, 23:33
12,694
+8
6 Aug 2026, 04:47
12,686
first reading
Engagement
25 posts held, back to 3 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 17 pagesof Telegram’s post history, 20 posts per page.
ERR · 30 days
40.7%
avg views ÷ 12,683 subscribers
Avg views / post
5,160
25 posts measured
Reaction rate
0.513%
reactions ÷ views · ER floor
Posts in window
25
of 25 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 24 of 25 measured posts that carry a reaction reading, and over those same posts' views.
What these figures were computed from
Window
Rolling 30 days · latest post in window 14 August 2026
Posts held
25 (3 August 2026 – 14 August 2026)
Views total
129,020
Reactions total
644
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
15 Aug 2026, 00:18 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.
What this channel posts
Photos
≈2,490
Videos
≈2
Links
≈2,700
Lifetime counters from Telegram’s own channel header, read 15 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Reaction mix
481 reactions across 21 posts, in 1 kind.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
481
100.0%
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 24 of the 25 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 644reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 25 most recent posts we hold, published 3 August 2026 to 14 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.
#기계 #와이지원 2Q26 Review 260814
- 매출은 수출데이터 등을 감안하면 이연이 있었던 것으로 추정. 하지만 원가 상승을 판가에 잘 전가하면서 OPM은 지켜낸 모습.
- 전방 업황이 양호한데다 과거 다운사이클로 인한 업계 구조조정 / 원재료 조달 이슈가 겹치면서 공급도 이전보다 타이트해진 상황이라 원가 -판가 스프레드를 지키기 유리해졌음.
- 텅스텐 가격은 안정화되는 상황이고, 이와 관련해 설왕설래가 있는 듯 보이나 원가변동 -> 판가까지는 레깅이 있고, 원가 하락에 맞춰 단가를 인하할지도 미지수.
- 하반기까지는 큰 문제 없는 실적을 보여줄 것으로 예상. 원가가 하락했을 때 업체가 얼마나 강한 협상력으로 버틸 수 있느냐에 따라 미래가 정해질 것.
- 그렇기에 향후 업체 트래킹 시 전방 공작기계 업황과 더불어 판가 변화를 …
#기계 #DN오토모티브 2Q26 Review 260814
- DN솔루션즈 매출 8,744억으로 YoY +62.2%. Heller 인수효과가 있다지만 인수효과를 제외하고도 YoY 20% 이상의 고성장을 이뤄낸 것으로 추정.
- 자동차 부품 / 튜브 사업도 3,700억대 매출과 함께 견조한 OPM 유지한 것으로 보임.
- 화요일 NDR에 맞춰 IR 자료 게시 예정. 신규수주 등 자세한 내용은 IR자료 확인 후 업데이트하겠음.
#전력기기 #일진전기 2Q26 Review 260811
전력기기 매출 2,065억 / OP 537억
OPM 25.8% / 매출 QoQ + 71.1%.
전선은 Mid-Single OPM으로 별 이슈가 없었고, 전력기기 탑라인이 크게 올라옴과 동시에 수익성이 유지되면서 서프라이즈가 나왔네요.
반기보고서 상, 매출 내 미국 비중이 절대적이진 않았음에도 높은 수익성이 유지되었습니다.
타 업체들과 계절성이 좀 다르고, 분기별 매출 변동성이 있는 기업이라 이 부분 체크가 필요해보입니다. 하반기 탑라인이 타 업체들처럼 상고하저 그림을 띈다면 섹터 내 밸류 매력은 확실히 있어보이네요.
다만, 타 업체들과 달리 해외향 전력기기 수주잔고는 QoQ Flat 수준이었습니다. (0.99조 -> 1.04조)
[HD현대중공업의
엔진발전기세트 수주 코멘트]
@ 수량: 130대
@ 용량: 1GW(7.7GW/대)
@ 단가: 73.5억원/대
첫 수주 당시 모델(H54GV, 22MW/대)
과 1대당 출력 용량이 다른 모델로
130대를 공급하는 계약입니다.
1GW라는 대규모 캠퍼스에
온사이트 발전용으로 힘센엔진이
공급됩니다.
마지막 엔진 납기가 2030년 7월인데요.
지금 시설 용량으로 소화 불가합니다.
1차 증설은 필수가 됐습니다.
❤22
Showing the 12 most recent of 25 posts we hold for @Joorini34. 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 — 308,299 of 1,350,102entries 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 14 August 2026 — this
entry's latest reading, not the date you are reading this.
“Granit34의 투자스토리” (@Joorini34), 12,683 subscribers as measured 14 August 2026. Telegram Register, tgregister.com/channel/Joorini34.
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.