📌 ONTO (ONTO) FY26 Q3 컨콜 요약 매출 4.1억달러(YoY +87.8%)·가이던스 상단 돌파, 백로그 13억달러 넘어 4Q 4.3~4.5억달러 제시 [실적] • 매출 4.10억달러 (YoY +87.8%, QoQ +19.4%) • 매출총이익률 54.8% · 영업이익률 23.3% (GAAP) • EPS 0.95달러(GAAP) • 매출·영업이익률·EPS 모두 가이던스 상단 초과 • 비GAAP 매출총이익률 57.6%(+60bp QoQ) · 영업이익률 32.6%(+260bp QoQ) [가이던스] • 4분기 매출: 4억 3,000만~4억 5,000만 달러 • 4분기 비GAAP 매출총이익률: 전분기 대비 약 +50bp, 58%를 조금 넘는 수준으로 연말 마감 • 4분기 비GAAP 영업이익률: 중간값 34% • 4분기 비GAAP EPS…

Channel
알파카 주식 목장
@foreconomy
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry
8,747subscribers
-356 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001930683738 |
|---|---|
| Type | Channel |
| Username | @foreconomy |
| Description | 기업들의 투자아이디어 정리 <Disclaimer> 해당 텔레그램에 게재되는 모든 게시물은 어떠한 기업에 대한 매수매도 의견을 제공하지 않습니다. 본 채널에서 언급된 모든 기업들은 본 운영자가 보유할 수 있으며, 상황에 따라 매수 및 매도할 수 있습니다. 본 채널은 단지 투자아이디어만을 제시할 뿐, 투자에 대한 모든 결정과 책임은 투자자 각자에게 있습니다. |
| Created | Between 1 April 2023 and 31 October 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 10 November 2026 |
| Measurements held | 26 |
| Confirmed unchanged | 1 time, most recently 10 November 2026 |
| On Telegram | t.me/foreconomy |
Topic
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 60% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 10 Nov 2026, 12:50 | 8,747 | -13 |
| 6 Nov 2026, 21:39 | 8,760 | -30 |
| 3 Nov 2026, 12:11 | 8,790 | -13 |
| 31 Oct 2026, 08:20 | 8,803 | -12 |
| 28 Oct 2026, 02:47 | 8,815 | -11 |
| 24 Oct 2026, 17:19 | 8,826 | -14 |
| 21 Oct 2026, 21:07 | 8,840 | -9 |
| 18 Oct 2026, 11:05 | 8,849 | +8 |
| 15 Oct 2026, 13:31 | 8,841 | -21 |
| 12 Oct 2026, 18:57 | 8,862 | -34 |
| 6 Oct 2026, 02:41 | 8,896 | -35 |
| 28 Sept 2026, 17:22 | 8,931 | -19 |
| 19 Sept 2026, 07:39 | 8,950 | -19 |
| 14 Sept 2026, 18:38 | 8,969 | -10 |
| 11 Sept 2026, 08:57 | 8,979 | -12 |
| 6 Sept 2026, 12:19 | 8,991 | -8 |
| 2 Sept 2026, 04:13 | 8,999 | -16 |
| 30 Aug 2026, 02:57 | 9,015 | -8 |
| 26 Aug 2026, 20:25 | 9,023 | -18 |
| 23 Aug 2026, 12:17 | 9,041 | first reading |
Engagement
32 posts held, back to 29 May 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 46 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 40.3%
- avg views ÷ 8,747 subscribers
- Avg views / post
- 3,530
- 3 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 3
- of 32 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 10 November 2026 |
|---|---|
| Posts held | 32 (29 May 2026 – 10 November 2026) |
| Views total | 10,580 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 11 Nov 2026, 00:07 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
- 343
- Videos
- 2
- Links
- 600
Lifetime counters from Telegram’s own channel header, read 11 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.
Recent posts
Telegram’s own ‘edited’ marker: 2 of 3 posts held from the last 30 days (66.7%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
다행히 해당 이슈로 장이 크게 부러지진 않네요. 안그래도 젠슨황이 AI 스피커여서 조금 걱정하긴 했는데... 황 형... 황 누나...
주가 하락으로 참 어려운 나날이 계속됩니다. 저도 코로나 시절부터 주식을 시작했지만, 항상 이런 급락은 대응하기도 어려울 뿐더러 평가손실이 늘어나는 것을 보면 멘탈이 흔들리곤 합니다. 특히 오늘은 SK하이닉스와 같은 대형주가 13% 가까이 하락한 날이라 투자자들의 충격이 더더욱 큰 하루가 아닐까 싶습니다. 다만 반도체의 지난 사이클을 살펴보면 흥미로운 지점이 있습니다. 모두 각이각색의 이유를 대고선 ⓐ 고점 피크 이후 하락이 충분히 나온 상태에서(가격 조정) ⓑ 저점을 찍고 반등했다가 ⓒ 다시 저점을 찍는 W자 바닥 형태가 상당수 많이 나왔다는 점(기간 조정)입니다. 지난 10년 간의 싸이클에서 바로 이 ⓐ의 가격 조정과 ⓑ의 기간 조정이 나온 이후엔 저점을 다잡고 상승하는 흐름이 나왔었습니다. https://blog.naver.com/f…
마컨솔 IR 후기 https://m.blog.naver.com/zalsaja/224413713720
흥미로운 인바운드 관련 그래프 : 관광수지, 외국인 소비액, 무한도전 비빔밥 등 https://blog.naver.com/foreconomy/224401440358
⚡️2026년 8월 화장품 수출 화장품 > 전체 $1,081.7m (yy 54%, mm -1%) > 중국 $122.7m (yy 3%, mm -10%) > 홍콩 $34.3m (yy -29%, mm -16%) > 미국 $211.2m (yy 47%, mm -12%) > 일본 $86.0m (yy 48%, mm 17%) > 폴란드 $13.2m (yy 11%, mm -49%) > 영국 $50.1m (yy 227%, mm -26%) > 동남아 5국 $92.9m (yy 32%, mm -1%) > 유럽 5국 $130.7m (yy 138%, mm -19%) > 중동 5국 $47.0m (yy 37%, mm -9%) 기초 > 전체 $530.1m (yy 49%, mm 0%) > 중국 $64.9m (yy 4%, mm -10%) > 홍콩 $24.2m (yy -22%…
⚡️2026년 8월 음식료/담배 수출 라면 > 전체 $156.6m (yy 36%, mm 4%) > 중국 $50.6m (yy 44%, mm 49%) > 미국 $23.1m (yy 26%, mm 16%) > 일본 $4.6m (yy -4%, mm -50%) > 필리핀 $5.2m (yy -2%, mm -15%) > 영국 $2.9m (yy -19%, mm -13%) > 러시아 $1.8m (yy -45%, mm -36%) > 말레이시아 $4.2m (yy -12%, mm -32%) > 네덜란드 $12.3m (yy 117%, mm 42%) 담배 > 전체 $57.3m (yy -8%, mm -22%) ** 8월 영업일수: 20일 / 7월 영업일수: 22일 / 작년 영업일수: 20일 ※영업일수 감안한 일 평균 수출 ⚡️2026년 8월 음식료/담배 수출 라면…
마스크의 성장세가 화장품 내에서 매우 가파른 것 같습니다. 수출지표에서도 마스크의 성장률이 진짜 잘 나오더니, 마스크 전문 odm 제닉에서도 그런 실적이 정말로 나왔네요
2026.08.13 15:36:51 기업명: 제닉(시가총액: 2,403억) A123330 보고서명: 반기보고서 (2026.06) 잠정실적 : N 매출액 : 492억(예상치 : 403억, +22.1%) 영업익 : 100억(예상치 : 77억, +29.7%) 순이익 : 112억(예상치 : -) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 492억/ 100억/ 112억 2026.1Q 294억/ 34억/ 35억 2025.4Q 122억/ 1억/ 61억 2025.3Q 236억/ 56억/ 53억 2025.2Q 246억/ 55억/ 40억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260813001174
발행주식총수 1460만주인데, 26년 하반기 내 100만주 소각하고 나머지 145만주도 27년 상반기 내 이사회 및 주총 승인에 따라 진행 예정
2026.08.10 16:27:17 기업명: 아이크래프트(시가총액: 1,037억) A052460 보고서명: 수시공시의무관련사항(공정공시) (주주가치 제고를 위한 주주환원정책 안내) * 주요내용 1. 대상 정보: 주주가치 제고를 위한 주주환원정책 안내 2. 주요 내용 (1) 자기주식 소각 - 보유 자기주식 수: 2,450,000 주 - 자기주식 1,000,000주 2026년 하반기 소각 예정 - 소각에 대한 세부사항은 향후 이사회에서 탄력적으로 결정 - 소각 후 잔여 자기주식(1,450,000주)은 2027년 상반기 내에 이사회 및 주주총회 승인 에 따라 구체적인 계획이 확정되는 즉시 관련 법령 및 공시서식에 의거하여 공시 예정 (2) 배당 정책 - 주주 이익환원을 위한 정책으로 2026년…
닷컴 열풍이 끝나고 나서 보였던 것들 : 롯데칠성, 태평양(아모레퍼시픽), 신세계 https://m.blog.naver.com/foreconomy/224372260744
Showing the 12 most recent of 32 posts we hold for @foreconomy. 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.
Forward network
Republishes
Channels on the register whose posts this channel has forwarded.
@skitteam · 18,2444 postsd'Alba Global IR Channel
@dalba_ir · 1,5412 postsAWAKE - 실시간 주식 공시 정리채널
@darthacking · 65,5712 posts교보 음식료/화장품 권우정
@kyobofnbcosmetic · 5,9762 posts조기주식회 공부방
@EarlyStock1 · 24,3791 post이상헌 부장 iM 지주/ESG/중소형주
@INSIGHTVALUELEE · 2,6391 post요약하는 고잉
@one_going · 48,2091 post팜이데일리 뉴스룸
@pharmedaily · 3611 post
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 10 November 2026 — this entry's latest reading, not the date you are reading this.
“알파카 주식 목장” (@foreconomy), 8,747 subscribers as measured 10 November 2026. Telegram Register, tgregister.com/channel/foreconomy.
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.