LG유플러스: 파주에서 자라는 새로운 Cash Cow ▶️ 2Q26 Review - 연결 매출액 3조 6,949억원(-3.9%yoy), 영업이익 3,445억원(+13.1%yoy), 시장 컨센서스 상회. 경쟁사 반사수혜와 데이터센터 성장, 일회성 네트워크 이익에 힘입어 실적이 큰 폭으로 개선 - 중간배당은 270원, 연간 DPS는 700원으로 각각 전년 대비 20원, 40원 증가할 전망. 자사주 매입도 900억원으로 확대되며, 이익 성장이 배당과 자사주 매입 증가로 이어지는 모범적인 주주환원 기조가 지속 ▶️ 파주에서 자라는 새로운 Cash Cow - 파주 데이터센터는 1동에 이어 2·3동 구축이 확정됐으며, 최대 1.3조원을 투자해 2028년 하반기까지 가동될 전망. 향후 4동까지 포함한 총 IT Load는 130MW로, MW당 매출…
Channel
유진투자증권 통신 이찬영
@eugene_tongsin
On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry
153subscribers
+5 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1003960893333 |
|---|---|
| Type | Channel |
| Username | @eugene_tongsin |
| Created | Between 1 April 2026 and 14 July 2026— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 8 August 2026 |
| Last confirmed live | 16 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 16 August 2026 |
| On Telegram | t.me/eugene_tongsin |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 16 Aug 2026, 14:14 | 153 | +4 |
| 8 Aug 2026, 20:15 | 149 | no change |
| 8 Aug 2026, 09:54 | 149 | +1 |
| 7 Aug 2026, 14:19 | 148 | first reading |
Engagement
19 posts held, back to 14 July 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 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 175.5%
- avg views ÷ 153 subscribers
- Avg views / post
- 269
- 17 posts measured
- Reaction rate
- 0.111%
- reactions ÷ views · ER floor
- Posts in window
- 17
- of 19 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 3 of 17 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 6 August 2026 |
|---|---|
| Posts held | 19 (14 July 2026 – 6 August 2026) |
| Views total | 4,566 |
| Reactions total | 3 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 8 Aug 2026, 20:15 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.
Reaction mix
3 reactions across 2 posts, in 2 distinct kinds. The most used accounts for 66.7% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 2 | 66.7% | |
| 👍 | 1 | 33.3% |
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 3 of the 19 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 3reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 19 most recent posts we hold, published 14 July 2026 to 6 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
2026.08.06 09:50:53 기업명: LG유플러스(시가총액: 6조 4,216억) A032640 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 36,949억(예상치 : 39,366억/ -6%) 영업익 : 3,445억(예상치 : 3,134억/ +10%) 순이익 : 2,197억(예상치 : 2,252억/ -2%) **최근 실적 추이** 2026.2Q 36,949억/ 3,445억/ 2,197억 2026.1Q 38,037억/ 2,723억/ 1,760억 2025.4Q 38,484억/ 1,705억/ 806억 2025.3Q 40,108억/ 1,617억/ 491억 2025.2Q 38,444억/ 3,045억/ 2,171억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=202608068000…
[유진 통신 이찬영] SK텔레콤: 쉽지 않은 배당수익률의 벽 ▶ 2Q26 Review: 연결 매출액 4조 3,591억원(0.5%yoy), 영업이익 5,660억원(67.3%yoy), 시장 컨센서스 상회 - 5G 가입자 순증이 이어진 가운데 SK브로드밴드는 데이터센터 중심의 성장을 지속했으며, 선거 메시징 관련 일회성 수익까지 더해지며 전사 실적이 큰 폭으로 개선됨 - 2026년 연결 매출액 17조 5,491억원(+2.6% yoy), 영업이익 1조 9,854억원(+85.0%yoy) 전망. AI 투자 확대로 인해 4Q26 배당을 830에 2026년 DPS는 3,320원으로 예상. 경영진이 AI 투자 확대 기조 속에서도 주주가치 보전을 강조한만큼 DPS 3,320원보다 추가로 낮아질 가능성은 제한적. 자사주 매입은 최근 두 건의 출자와(미국 A…
2026.08.05 09:02:51 기업명: SK텔레콤(시가총액: 19조 3,955억) A017670 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 43,591억(예상치 : 44,310억/ -2%) 영업익 : 5,660억(예상치 : 5,479억/ +3%) 순이익 : 4,706억(예상치 : 3,538억+/ 33%) **최근 실적 추이** 2026.2Q 43,591억/ 5,660억/ 4,706억 2026.1Q 43,923억/ 5,376억/ 3,164억 2025.4Q 43,287억/ 1,191억/ 970억 2025.3Q 39,781억/ 484억/ -1,667억 2025.2Q 43,388억/ 3,383억/ 832억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=2026080580007…
[유진 통신 이찬영] 중국산 광트랜시버 규제, 복잡한 셈법 - Reuters에 따르면 미국 FCC는 국가안보 위험을 이유로 중국산 신규 데이터센터용 광트랜시버의 수입을 제한하는 방안을 검토 중. 올해 중 발표를 목표로 하나 아직 초안 단계로, 수정 또는 철회 가능성도 존재 - 광범위한 강경안이 그대로 현실화될 가능성은 낮다고 판단. 비중국 업체의 단기 고속 광모듈 생산 역량은 부족해 규제 강행 시 미국 하이퍼스케일러의 조달비용 상승과 AI 클러스터 구축 지연 가능성이 높음 - 광통신 공급망의 미·중 상호의존성도 변수. 중국 광모듈 업체들은 Lumentum과 Coherent의 고속 EML을 조달하는 반면, 미국계 광부품 업체들은 중국에서 대부분 생산되는 AXT의 InP 기판 공급 변화에 영향을 받음. 실제 중국의 2025년 2월 InP 수…
❤2
https://www.chosun.com/national/national_general/2026/07/30/MMYRDVUXUJFZ5PIVHUANDRYEVQ/
2026.07.29 17:29:42 기업명: LG유플러스(시가총액: 6조 1,160억) A032640 보고서명: 신규시설투자등 *투자구분 및 목적 - 신규시설투자 / 파주 AIDC 2단계 구축 - 고객 수요 증가에 따른 AIDC 신규 구축 투자금액 : 13,489억 자본대비 : 14.88% 투자시작 : 2026-08-01 투자종료 : 2028-11-30 투자기간 : 2.3년 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260729800985 회사정보: https://finance.naver.com/item/main.nhn?code=032640
[유진 통신 이찬영] RFHIC/RF머트리얼즈 2Q26 잠정실적: 지금이니!! ▶ RFHIC - 2Q26 연결 매출액 515억원(+15%yoy), 영업이익 112억원(+35%yoy), 시장 컨센서스 하회. 2분기 반영 예정이었던 레이시온향 수주 물량의 매출 인식이 3분기로 이연 - 부문별 매출액은 통신 233억원, 국내 방산 100억원, 해외 방산 172억원. 통신 매출 중 약 130억원은 RF머트리얼즈 기여분으로 이를 제외한 RF통신향 사업은 여전히 전방 투자 축소 영향이 지속되는 상황 ▶ RF머트리얼즈 - 2Q26 연결 매출액 251억원(+51%yoy), 영업이익 53억원(+182%yoy), 시장 컨센서스 상회. 루멘텀향 공급 물량이 증가한 가운데 ASP도 전분기 대비 약 30% 상승하며 수익성이 큰 폭으로 상승 - 펌프레이저 …
2026.07.27 10:41:57 기업명: RFHIC(시가총액: 1조 1,790억) A218410 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 515억(예상치 : 600억/ -14%) 영업익 : 112억(예상치 : 122억/ -8%) 순이익 : 88억(예상치 : 99억/ -11%) **최근 실적 추이** 2026.2Q 515억/ 112억/ 88억 2026.1Q 431억/ 77억/ 87억 2025.4Q 688억/ 115억/ 156억 2025.3Q 405억/ 74억/ 71억 2025.2Q 446억/ 83억/ 84억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260727900138 회사정보: https://finance.naver.com/item/main.nhn?code=…
2026.07.27 10:10:18 기업명: RF머트리얼즈(시가총액: 1,853억) A327260 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 251억(예상치 : 248억+/ 1%) 영업익 : 53억(예상치 : 41억/ +29%) 순이익 : 38억(예상치 : -) **최근 실적 추이** 2026.2Q 251억/ 53억/ 38억 2026.1Q 200억/ 32억/ 34억 2025.4Q 211억/ 28억/ 53억 2025.3Q 146억/ 19억/ 23억 2025.2Q 166억/ 19억/ 22억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260727900115 회사정보: https://finance.naver.com/item/main.nhn?code=327260
노키아 2Q26 실적 발표 실적요약 - 매출: EUR 48.15억(+9%yoy, 고정환율 기준) vs 컨센 EUR 48.26억. 컨센서스 소폭 하회 - 조정 EPS: EUR 0.07 vs 컨센 EUR 0.053. 컨센서스 상회 - 매출은 컨센서스 부합 수준, AI·Cloud 매출 확대와 Network Infrastructure 수익성 개선으로 조정 순이익과 EBITDA는 예상치 상회 Network Infrastructure (광통신, 유선망 장비 등) - 매출: EUR 20.37억(+12%yoy) - Optical Networks: EUR 8.68억(+20%yoy) - IP Networks: EUR 6.79억(+16%yoy) - GPM: 42.7%(+2.4%p yoy), OPM: 8.1%(+1.7%p yoy) - AI·Cloud 고객의 광…
[SKT, AI 데이터센터 사업개발 법인 ‘SK하이퍼’ 설립 관련 코멘트] ⁃ SKT는 AI 데이터센터 사업개발을 전담하는 100% 자회사 ‘SK하이퍼’를 설립. 총출자금 7,500억원 중 3,300억원은 7월 중 집행하고, 잔여 4,200억원은 사업 진행에 따라 추가 출자할 예정 ⁃ SK하이퍼는 신규 GW급 AI 데이터센터의 부지·전력 확보, 변전소 및 송배전망 구축, 고객 유치와 사업화를 담당. 기존 울산 AI 데이터센터 등 현재 진행 중인 사업은 SK브로드밴드가 계속 맡고, SK하이퍼는 충청권·서남권 등 신규 프로젝트 개발에 집중 ⁃ GW급 데이터센터에는 수십~수백조원의 투자가 필요. SKT가 SK하이퍼에 출자하는 7,500억원+α만으로 5GW·15GW 계획을 추진하기는 현실적으로 어려움 ⁃ 이에 따라 SK하이퍼가 투자비 전액을 …
Showing the 12 most recent of 19 posts we hold for @eugene_tongsin. 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 — 653,717 of 1,481,502entries 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.
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.
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 16 August 2026 — this entry's latest reading, not the date you are reading this.
“유진투자증권 통신 이찬영” (@eugene_tongsin), 153 subscribers as measured 16 August 2026. Telegram Register, tgregister.com/channel/eugene_tongsin.
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.