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Channel

건설/조선/리츠 | 강경태 | 한국투자증권

@enc210406

On this record: Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Cite this entry

9,324subscribers

+30 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-1001209615760
TypeChannel
Username@enc210406
Description건설과 조선 업종 자료 공유
CreatedBetween 1 March 2018 and 30 June 2021— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live10 August 2026
Measurements held3
Confirmed unchanged1 time, most recently 10 August 2026
On Telegramt.me/enc210406

Growth

9,2949,3249,3096 August 2026 — 9,294 subscribers7 August 2026 — 9,294 subscribers10 August 2026 — 9,324 subscribers6 August 202610 August 2026
3 measurements spanning 4 days, net +30. 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 9,290–9,329 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
10 Aug 2026, 12:319,324+30
7 Aug 2026, 04:009,294no change
6 Aug 2026, 11:469,294first reading

Engagement

37 posts held, back to 31 July 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 14 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
33.0%
avg views ÷ 9,324 subscribers
Avg views / post
3,080
37 posts measured
Reaction rate
this channel exposes no reaction counts
Posts in window
37
of 37 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.

What these figures were computed from
WindowRolling 30 days · latest post in window 12 August 2026
Posts held37 (31 July 202612 August 2026)
Views total113,919
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken12 Aug 2026, 15:17 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
1,280
Links
2,090

Lifetime counters from Telegram’s own channel header, read 12 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.

Recent posts

12 Aug 2026, 08:17 UTC989 viewsread 12 August 2026
Photo

[조선 및 건설 업종 커버리지 밸류에이션] 2026년 8월 12일 종가 기준

12 Aug 2026, 00:59 UTC≈2,120 viewsread 12 August 2026

[HD한국조선해양, HD현대중공업 중간 배당 배당락 관련 코멘트] @ HD한국조선해양 - 배당락일: 2026년 8월 12일 - 보통주 기준가격: 398,000원 - 보통주 주당배당금: 6,500원 - 이론상 주가 반영폭: -1.63% - 금일 현재 주가 하락폭: -3.64% @ HD현대중공업 - 배당락일: 2026년 8월 12일 - 보통주 기준가격: 503,000원 - 보통주 주당배당금: 6,090원 - 이론상 주가 반영폭: -1.21% - 금일 현재 주가 하락폭: -2.58%

11 Aug 2026, 22:10 UTC≈1,350 viewsread 12 August 2026

[한투증권 강경태] 2026년 8월 12일 (수) 📈가격 동향 • WTI 83.2달러/배럴(+5.1%) • 천연가스 2.8달러/MMBtu(+5.0%) 『커버리지 주가』 <건설> • DL이앤씨 +0.1% • 현대건설 +1.5% • GS건설 -0.4% • 대우건설 +1.7% • 삼성E&A +0.3% <건자재> • 한샘 +2.7% <디벨로퍼> • SK디앤디 -4.5% <리츠> • 신한알파리츠 +1.3% • 디앤디플랫폼리츠 +0.7% • 이리츠코크렙 +4.1% • 이지스밸류리츠 +0.1% • SK리츠 +3.2% • NH올원리츠 +0.3% • 이지스레지던스리츠 +1.2% • 롯데리츠 +3.0% • ESR켄달스퀘어리츠 +2.9% • 코람코라이프인프라리츠 +0.9% <조선> • HD한국조선해양 -1.5% • HD현대중공업 -5.5% • 한

11 Aug 2026, 07:58 UTC≈1,540 viewsread 12 August 2026
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[조선 및 건설 업종 커버리지 밸류에이션] 2026년 8월 11일 종가 기준

11 Aug 2026, 04:08 UTC≈1,730 viewsread 12 August 2026

- 11일 업계에 따르면 한화오션은 지난 6월경 환헤지 비율을 대폭 상향 조정했다. - 기존에는 10% 미만으로 국내 조선 3사 가운데 가장 낮은 수준이었지만, - 70% 안팎까지 목표 비율을 올린 것으로 전해졌다. - 한화오션 관계자는 "해외 투자 규모와 시기가 구체화한 작년 말부터 단계적으로 환헤지를 시행했으며, - 6월부터는 신규 수주분에 대해서도 체계적인 환헤지를 시행·지속해 오고 있다"고 밝혔다. - 한화오션이 환헤지 비율을 조정한 뒤 시장에 내놓은 선물환 매도 규모는 50억달러 이상으로 추정된다. - 현재 한화오션의 수주잔고에 목표 환헤지 비율 70%를 대입하면 예상 헤지 금액은 약 240억달러에 달한다. https://news.einfomax.co.kr/news/articleView.html?idxno=4429529

11 Aug 2026, 01:42 UTC≈1,650 viewsread 12 August 2026
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오스탈 미국 사업부 인수 추진에 관한 한화에어로스페이스의 해명 공시

11 Aug 2026, 01:26 UTC≈1,590 viewsread 12 August 2026

지난해 8월에 호주 정부가 오스탈의 자회사로 중형 상륙함(Tier 2)을 발주하면서, 유사 시(해외 기업 경영권 위협 시) 콜옵션을 행사해 자회사 지분 획득 및 오스탈의 호주 핸더슨 야드 리소스를 모두 자회사로 가져갈 수 있는 안전 장치를 마련한 바 있습니다. 한화 그룹의 오스탈 경영권 취득을 사실상 막기 위한 조치였는데요. 그 당시에도 언급드렸지만, 한화 그룹이 오스탈을 인수하려는 목적은 호주 야드가 아니라, 앨라바마 주 모바일 만에 위치한 Austal USA를 지배하기 위한 것입니다. Austal USA는 미국 해군의 연안전투함, 잠수함 모듈 및블록 공급망으로서 미국 내에 위치한 방산 기업이기 때문에 CFIUS(외국인투자심의위원회) 등 미국 정부의 심사, 승인을 받아야 하지만, 실사 후 인수가만 잘 협상된다면, 한화 그룹이 MA

11 Aug 2026, 01:03 UTC≈1,430 viewsread 12 August 2026
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[한화 방산 부문과 호주 오스탈, 호주 정부 관계도] @ Austal 연간 매출액 (2025 회계연도, 24.7월~25.6월) - 전체: 1,823백만AUS - USA: 1,388백만AUD - 전체 대비 USA 비중: 76.1% @ Austal 연간 영업이익 (2025 회계연도, 24.7월~25.6월) - 전체: 109.4백만AUD - USA: 97.7백만AUD - 전체 대비 USA 비중: 89.3% @ Austal 연간 EBITDA (2025 회계연도, 24.7월~25.6월) - 전체: 183.4백만AUD - USA: 154.6백만AUD - 전체 대비 USA 비중: 84.3% @ Austal 순자산 (2025 회계연도 말, 25.6월 말) - 전체: 1,309백만AUD - USA: 730백만AUD - 전체 대비 USA

10 Aug 2026, 23:09 UTC≈1,960 viewsread 12 August 2026
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한화 그룹이 호주 Austal에 10.5~12.0억달러 밸류로 Austal USA를 인수하는 제안을 했다는 소식입니다.

10 Aug 2026, 22:56 UTC≈1,410 viewsread 12 August 2026

[한투증권 강경태] 조선 텔레그램: http://t.me/enc210406 보고서 링크: https://alie.kr/9MT3Y94 HD현대중공업의 DC향 중속엔진 추가 수주 코멘트 ■ 엔진발전기세트 중 엔진 가격 비중 50% 초반대, ASP 변함없이 제품만 달라진 것 - 계약 단가(ASP)는 변함없음. 구성비를 봐야 함. 2026년 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. 총 출력과 공급 수량으로 추정한 엔진발전기세트 단위당 출력은 7.7MW/대이며, HD현대중공업 엔진기계 부문의 가

10 Aug 2026, 22:12 UTC≈1,260 viewsread 12 August 2026

[한투증권 강경태] 2026년 8월 11일 (화) 📈가격 동향 • WTI 82.1달러/배럴(+5.1%) • 천연가스 2.8달러/MMBtu(+5.0%) 『커버리지 주가』 <건설> • DL이앤씨 +1.3% • 현대건설 +0.6% • GS건설 +10.3% • 대우건설 +3.8% • 삼성E&A +1.5% <건자재> • 한샘 +0.9% <디벨로퍼> • SK디앤디 -2.5% <리츠> • 신한알파리츠 -0.2% • 디앤디플랫폼리츠 +3.0% • 이리츠코크렙 +2.9% • 이지스밸류리츠 +3.4% • SK리츠 +0.2% • NH올원리츠 +1.2% • 이지스레지던스리츠 +1.0% • 롯데리츠 +1.6% • ESR켄달스퀘어리츠 +1.2% • 코람코라이프인프라리츠 -0.2% <조선> • HD한국조선해양 +1.4% • HD현대중공업 +5.1% •

10 Aug 2026, 08:07 UTC≈1,620 viewsread 12 August 2026
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[조선 및 건설 업종 커버리지 밸류에이션] 2026년 8월 10일 종가 기준

Showing the 12 most recent of 37 posts we hold for @enc210406. 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.

Posts edited after publishing

@enc210406 edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.

An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.

First edit seen
10 August 2026
Most recent edit
10 August 2026

Citation-graph rank

Citation-graph rank — 119,483 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

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 1 registered channel — 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 10 August 2026 — this entry's latest reading, not the date you are reading this.

“건설/조선/리츠 | 강경태 | 한국투자증권” (@enc210406), 9,324 subscribers as measured 10 August 2026. Telegram Register, tgregister.com/channel/enc210406.

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.