2026.08.12 10:48:45 기업명: 실리콘투(시가총액: 2조 9,575억) A257720 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 4,026억(예상치 : 3,822억+/ 5%) 영업익 : 830억(예상치 : 715억/ +16%) 순이익 : 723억(예상치 : 433억+/ 67%) **최근 실적 추이** 2026.2Q 4,026억/ 830억/ 723억 2026.1Q 3,466억/ 645억/ 543억 2025.4Q 3,059억/ 424억/ 358억 2025.3Q 2,994억/ 631억/ 584억 2025.2Q 2,653억/ 522억/ 356억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260812900140 회사정보: https://finance.naver.c…
Channel
KOREA DAILY INSIGHT - KIS GREG KIM
@KISGregKim
On this record: Growth · Engagement · Posts · Citations · Cite this entry
6,381subscribers
-11 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 | -1001121005721 |
|---|---|
| Type | Channel |
| Username | @KISGregKim |
| Created | 25 July 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 12 August 2026 |
| Measurements held | 3 |
| Confirmed unchanged | 1 time, most recently 12 August 2026 |
| On Telegram | t.me/KISGregKim |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Aug 2026, 21:54 | 6,381 | -9 |
| 7 Aug 2026, 01:07 | 6,390 | -2 |
| 6 Aug 2026, 11:46 | 6,392 | first reading |
Engagement
45 posts held, back to 2 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 9 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 16.1%
- avg views ÷ 6,381 subscribers
- Avg views / post
- 1,030
- 45 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 45
- of 45 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 12 August 2026 |
|---|---|
| Posts held | 45 (2 August 2026 – 12 August 2026) |
| Views total | 46,169 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Aug 2026, 03:13 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
NHN (181710): 매수(유지) | TP: 63,000원(상향) : 2Q26 Review: 숫자로 보여준 GPUaaS의 가능성 (Analyst 정호윤) • 2Q26 매출액과 영업이익은 각각 7,579억원(+25.3% YoY, +12.9% QoQ), 579억원(+164.1% YoY, +120.6% QoQ)으로 영업이익이 컨센서스(영업이익 429억원)를 상회 o 게임사업부 매출액은 1,396억원(+21.5% YoY, +9.3% QoQ)으로 크게 증가. 웹보드게임이 규제완화 영향으로 성장했고 2분기 출시한 신작 파이널판타지의 매출도 반영. 결제 매출액은 3,940억원(+27.3% YoY, +11.1% QoQ)으로 2분기 KCP의 거래대금이 17조원(+34% YoY)으로 늘어나며 고성장을 이어감. 기술사업부 매출액은 1,598억원(+52.…
코스맥스 (192820): 매수(유지) | TP: 300,000원(상향) : 2Q26 Review: 낮은 기대는 언제나 옳은 법 (Analyst 김명주) • 2분기 연결기준 매출은 7,949억원(+27.5% YoY), 영업이익은 737억원(+21.2% YoY, OPM +9.3%)을 기록하여 영업이익이 시장 기대치를 5.9% 상회 o 코스맥스의 한국법인 매출이 전년동기대비 23.3% 증가한 덕분에 한국법인 영업이익률은 10.9%(-1.0%p YoY)로 시장 우려보다는 양호. 1분기 회사의 한국법인 영업이익률은 전년대비 0.5%p 하락했었는데, 그 이유 중 하나는 마진이 낮은 겔마스크의 높은 매출 증가 등 때문. 회사는 1분기 실적 발표 때 겔마스크의 마진 개선을 위한 노력을 진행하고 있다고 언급했고, 그 효과가 2분기에 나타난 걸로 판단.…
KOSPI to open higher, yet US CPI release tonight, and ME overhang may weigh on upside. CHIP/EQUIPMENT to out-gain after US TECH rally at A/H; Super Micro +7%, Coreweave +14%. * 2Q: KOLMAR, MIRAE ASSET (10:00), CLASSYS, SILICON2 (14:00), KEPCO, JYP ENTER (16:00) * SK HYNIX (000660)'s Solidigm reportedly resumes NAND plant in Dalian, China to expand China NAND output by 50% amid AI-driven demand. * SEC (005930) resear…
2026.08.11 15:48:25 기업명: 코스맥스(시가총액: 2조 3,834억) A192820 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 7,949억(예상치 : 7,398억+/ 7%) 영업익 : 737억(예상치 : 696억/ +6%) 순이익 : 487억(예상치 : 423억+/ 15%) **최근 실적 추이** 2026.2Q 7,949억/ 737억/ 487억 2026.1Q 6,820억/ 530억/ 438억 2025.4Q 6,010억/ 409억/ 879억 2025.3Q 5,856억/ 427억/ 107억 2025.2Q 6,236억/ 608억/ 218억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260811800420 회사정보: https://finance.naver.co…
* SEMCO (009150, -1.7%) - MLCC export px also rose sharply, +35% MoM. Doosan (000150, -4.7%) - CCL export data down slightly, MLCC Export Amount: $36.529 million (+17.2% YoY, -30.6% MoM) Unit Export Price: $275.8/kg (+0.7% YoY, +35.4% MoM) CCL Export Amount: $16.960 million (+3.0% YoY, -45.3% MoM) Unit Export Price: $91.3/kg (-1.4% YoY, -1.2% MoM)
* KR Prelim Semiconductor Export/Import Statistics for August 2026 (Aug 1–10; MoM change rates are based on the period of Aug 1–10). Note, NAND px rebounded sharply, +93% MoM. SEC (005930, +3.9%) / {005935, +3.5%) , SK Hynix (000660, flat) 1) Memory Export Value: $8,008.17 million (+280.7% YoY, +1.5% MoM) Export Unit Price: $93,697/kg (+275.4% YoY, +15.1% MoM) 2) DRAM Export Value: $4,624.45 million (+516.…
조선 | 투자의견: 비중확대(유지) : HD현대중공업의 DC향 중속엔진 추가 수주 코멘트 (Analyst 강경태) • 8월 10일, HD현대중공업은 미국 Corban Energy Group과 9,560억원 규모의 엔진발전기 공급 계약을 체결했다고 공시. 총 1GW 규모의 데이터센터 온사이트 발전소를 구축하기 위한 기저발전용 엔진으로 발주된 것이며, 엔진발전기세트 130대를 2030년 7월까지 인도하게 됨 o 총 출력과 공급 수량으로 추정한 엔진발전기세트 단위당 출력은 7.7MW/대이며, HD현대중공업 엔진기계 부문의 가스엔진 모델 중 H35/40GV(실린더 개수에 따른 출력 범위 5.76~9.60MW/대)을 채택한 것으로 보임. 엔진발전기세트 계약 단가 73.5억원 중 엔진값은 38.5억원, 엔진 외 발전기, SCR 등 구성품값은 35.…
방산 | 투자의견: 비중확대(유지) : 한화 그룹 한국항공우주 지분 매입 영향 분석 (Analyst 장남현) • 한화 그룹의 한국항공우주 지분율이 15.89%에 이르며, 공정거래위원회의 기업결합심사 대상이 됨. 이에 따라 해당 지분 취득 행위가 경쟁을 제한하는지 여부에 대한 심사가 이뤄질 것. 한화그룹과 한국항공우주의 사업 결합은 한화에어로스페이스, 한화시스템, 한국항공우주 모두에게 긍정적으로 작용할 것. 이유는 두가지 o 1) 한화 그룹 인수 이후 한국항공우주 수익성 개선 및 사업 확대가 전망되고, 2) 플랫폼 확대와 사업적 시너지를 활용한 수출 경쟁력 증가가 예상되기 때문. 주가 상승을 이끌 모멘텀이 될 뉴스이며, 업종 비중확대 의견을 유지 • 긍정적 효과 1) 완제기 및 우주 사업 확대 및 수익성 개선 o 한화 그룹은 한국항…
KOSPI to open lower tracking US markets drop ahead of US CPI release tmrw night KST; Crude +5.1% on US-Iran tension may weigh on the sentiment. Eyes on if DEFENSE/BIO/ KOSDAQ continue gaining, and if CONSUMER rebound amid Aug 1-10 exports release at open. * 2Q TODAY: NHN (9:00), CJ CJ (9:30), CJ LOGISTICS (10:00), KT, SHINSEGAE, COSMAX (15:00) GS CORP, SHIFTUP, PERALABYSS (16:00) * TECH: 1) Korea to establish a W5tn…
Note, the entity known to have made an offer to buy Austal USA is Hanwha Defense USA, which is a wholly owned U.S. subsidiary of Hanwha Aerospace .
Austal Gets Conditional Offer From Hanwha for USA Business (Bloomberg) -- Austal has received an indicative, non-binding and conditional offer from Hanwha Defence USA to acquire the business entities and operations of Austal USA for an indicative enterprise value of $1.05b – $1.20b on a cash and debt-free basis. *AUSTAL SAYS HANWHA OFFER MERITS FURTHER EVALUATION
Showing the 12 most recent of 45 posts we hold for @KISGregKim. 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 — 339,911 of 1,151,006entries 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.
@bbanjil · 10,7681 post기업지평 넓히기
@broadeningones · 3,3251 post서화백의 그림놀이 🚀
@easobi · 23,9081 posthownerd's archive
@ho1land · 1,5101 post잠실개미&10X’s N.E.R.D.S
@jake8lee · 17,2481 post하루살이Ver.2
@namssa12345 · 2,0171 post바이오 탐색대
@PathfinderOfBio · 1,1241 postMZ실버만 운동모드 ON
@silver_mansachs · 8,1011 post고봉밥의개똥곳간
@skankinben · 4,0681 post
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 12 August 2026 — this entry's latest reading, not the date you are reading this.
“KOREA DAILY INSIGHT - KIS GREG KIM” (@KISGregKim), 6,381 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/KISGregKim.
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.