[기업][피에이치에이] 피에이치에이(043370.KQ/매수): 미국 법인의 고성장에 주목할 때 📌 종목: 피에이치에이 (043370) | BUY | 현재가 11,550원 | 목표주가 15,000원 📊 핵심 투자포인트 - 미국 법인(PHA America)이 향후 몇 년간 고성장 궤도 진입, 연평균 10%대 외형 성장 기대 - 2분기 매출총이익률 4개 분기 만에 상승 전환(12.2%), 신공장 초기 수율/재료비 부담 해소 시작 - 미국 법인 순손실이 28억원에서 6억원으로 축소되며 신공장 초기 비용이 외형 성장으로 해소 중 - 저평가 상태 유지: 2026년 추정 실적 기준 P/E 5배 초반, P/B 0.2배 후반, 배당수익률 3.5% - 순현금성자산 2,138억원 보유 및 자기주식 6.98% 보유로 주주가치 환원 여지 충분 📈 실적 전망 2…

Channel
[주식] 증권사 리포트
@companyreport
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
10,198subscribers
+1 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001277688539 |
|---|---|
| Type | Channel |
| Username | @companyreport |
| Description | 증권시장 기업리포트 [안드로이드앱][주식리포트!] 기업 정보를 모아서 빠르게 http://www.stockinfo7.com/etc/app/stockreport |
| Created | Between 1 April 2018 and 31 July 2021— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 14 August 2026 |
| Measurements held | 7 |
| Confirmed unchanged | 2 times, most recently 14 August 2026 |
| On Telegram | t.me/companyreport |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 13 Aug 2026, 04:25 | 10,198 | -2 |
| 12 Aug 2026, 01:02 | 10,200 | +1 |
| 11 Aug 2026, 03:55 | 10,199 | -1 |
| 10 Aug 2026, 05:00 | 10,200 | -2 |
| 9 Aug 2026, 07:13 | 10,202 | +5 |
| 7 Aug 2026, 14:31 | 10,197 | no change |
| 7 Aug 2026, 14:28 | 10,197 | first reading |
Engagement
183 posts held, back to 7 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 16 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 1.33%
- avg views ÷ 10,198 subscribers
- Avg views / post
- 135
- 183 posts measured
- Reaction rate
- 0.5%
- reactions ÷ views · ER floor
- Posts in window
- 183
- of 183 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 4 of 183 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 15 August 2026 |
|---|---|
| Posts held | 183 (7 August 2026 – 15 August 2026) |
| Views total | 24,755 |
| Reactions total | 4 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 15 Aug 2026, 06:53 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
- ≈558
- Videos
- ≈1
- Links
- ≈111,000
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
4 reactions across 4 posts, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 4 | 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 4 of the 183 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 4reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 183 most recent posts we hold, published 7 August 2026 to 15 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
[기업][에스엘] 에스엘(005850.KS/매수): 램프가 쉬는 동안, 전동화가 뛰었다 [📌 종목] 에스엘 (005850) | BUY (유지) | 현재주가 61,600원 | 목표주가 85,000원 [📊 핵심 투자포인트] - 전동화 사업부가 2026년 상반기 22% 성장하며 전사 영업이익 기여도가 6.9%에서 13.2%로 급증 - BMS/SBCM 등 신규 제품군 적용 차종 지속 확대로 2026년 400억원, 2027년 500억원대 예상 - 상반기 영업이익률 9.8%로 전년 동기 8.9%를 상회하며 수익성 개선 추세 지속 - 연말부터 독일 프리미엄 OE향 대규모 램프 공급 시작으로 2027년부터 본격 기여 - 보스턴다이내믹스 스팟용 레그 어셈블리 7월부터 공급, 현대차 로보틱스랩향 9월부터 로봇부품 납품 예정으로 신사업 확대 [📈 실적 전망…
[기업][서부T&D] 서부T&D(006730.KQ/매수): 하반기 OCC는 80%도 넘어설 것 📌 종목: 서부T&D (006730) | BUY (유지) | 현재가 10,120원 | 목표주가 18,000원 📊 핵심 투자포인트 - 2Q 호텔 부문 OCC 79% 달성, 3Q 80% 돌파 예상으로 사상 최대 영업이익 지속 - 한국 인바운드 관광객 증가(+26%)로 고가 룸 판매 통한 ADR 상승 추세 지속 - 2027년 예상 영업이익 기준 PER 7배의 저평가 상태 유지 - 용산 오피스텔 분양 및 신정동 스퀘어원서울 개발 이익 조만간 반영 - 2024~2025년 134.6% EPS 증가 후 2026~2027년도 지속적 성장 전망 📈 실적 전망 2026F 매출 312.6억원 / 영업이익 88.5억원 / 영업이익률 28.3% 2027F 매출 334…
[기업][SBS] SBS(034120.KS/매수): 4년간 반 토막 난 TV광고의 바닥 가능성 📌 종목: SBS (034120) | BUY (유지) | 현재가 12,020원 | 목표주가 18,000원 📊 핵심 투자포인트 - 지난 4년간 약 42% 감소한 TV광고의 바닥 가능성 확인, 낮은 기저 형성 - 2027년 예상 P/E 7배 수준의 저평가 상태로 투자 매력도 부각 - Netflix와의 6년 전략적 파트너십 체결로 콘텐츠 제작·편성 확대 기대 - 자회사 스튜디오S(순익 65억원), SBS미디어넷(순익 35억원) 등 디지털 부문 강화 - TV광고 소폭 반등 시 디지털 성장과 함께 실적 레버리지 기대 📈 실적 전망 2026F 매출 962.6억원 / 영업이익 5.7억원 / 영업이익률 0.59% 2027F 매출 1,020.1억원 / 영업이익…
[기업][DN오토모티브] DN오토모티브(007340.KS/매수): 서프라이즈는 2분기로 끝나지 않는다 📌 종목: DN오토모티브 (007340) | BUY | 현재가 58,900원 | 목표주가 80,000원 📊 핵심 투자포인트 - 2분기 영업이익률 16.4%로 상승하며 시장 기대치 대폭 상회(+28%) - 공작기계 부문 업황 사이클 상승 전환 및 글로벌 수주 호조(2026년 7월 수주증가율 +51%) - 수주처 다변화로 우주항공/방산/로봇 등 고수익 산업 비중 증가 및 믹스 개선 - Heller 인수로 내년부터 본격적인 실적 턴어라운드 및 시너지 기대 - 실적 호조에도 P/E 7배대 후반으로 글로벌 동종업체 대비 60% 수준 저평가 📈 실적 전망 2026F 매출 4,752.8억원 / 영업이익 736.9억원 / 영업이익률 15.5% 2027…
[시장] [화수분전략] 외국인은 무엇을 살까 [최신 리포트 요약] [종목명 및 기본정보] 본 리포트는 개별 종목이 아닌 국내 증시 전반의 매크로 전략 분석 자료입니다. [핵심 투자포인트] - 미국 제조업 경기 확장(ISM 55.6p)과 물가 하락(근원CPI 2.5%)으로 연준 기준금리 인상 우려 완화 - 미국 2년물 국채금리 하락과 장단기금리차 상승 국면에서 달러약세 기대(전월대비 하락확률 80%) - 달러 약세 기반의 국내 증시로의 외국인 자금 유입 가능성 높음(7월 56억 달러 순유입) - 삼성전자는 과도한 주가할인율(ROE 56%/PBR 1.71배)과 외국인 지분 급락으로 반등 주도 가능성 - 삼성전자의 고배당주 전환 기대(2024~26년 잉여현금 대비 주주환원비율 50%, 2027년 배당성향 9%) [시장 흐름 분석] 미국의 제…
[단독] 2026-08-15 단독 뉴스 정리(전일부터 오전 8시까지) https://stockinfo7.com/article/only/1789
[속보] 2026-08-15 속보 뉴스 정리(전일부터 오전 8시까지) https://stockinfo7.com/article/speed/1804
[주식뉴스!] 2026-08-15 오전 리포트 https://stockinfo7.com/etc/report/today/view/5136
[공시] 2026-08-15 공시 정리(전일) https://stockinfo7.com/article/dart/1861
오늘의 주요 주식 일정 https://stockinfo7.com/stock/event/list
[시장] 음식료/담배(Overweight): 2Q26 실적 발표 시사점: 업종 지수 바닥 확인 [음식료/담배 산업 분석 리포트 요약] 📌 **업종: 음식료/담배 | Overweight | 목표: 업종 지수 15% 이상 상승 여력** 📊 **핵심 투자포인트** - 2Q26 대형주(KT&G/삼양식품/오리온) 및 중형주(농심/롯데웰푸드/하이트진로/동원산업)가 시장 기대를 상회하는 실적 시현 - 라면(삼양식품/농심) 및 빙과(롯데웰푸드/빙그레) 업체의 단기 실적 모멘텀 부각 예상 - 비용 효율화, 견조한 수출 성장(북미→유럽 확대), 우호적인 환율 효과가 주요 수익성 개선 요인 - 3Q26 우호적인 날씨로 빙과/주류/음료 소비 개선 가능성 및 CJ제일제당/대상 바이오 사업 손익 기여 확대 - 업종 밸류에이션이 역사적 하단 수준으로 평가받고 있는…
Showing the 12 most recent of 183 posts we hold for @companyreport. 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 — 699,412 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
Named by 2 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
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.
“[주식] 증권사 리포트” (@companyreport), 10,198 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/companyreport.
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.