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[하나증권 해외주식분석]

@hanaglobalbottomup

On this record: Topic · Observations · Channels linked by matching posts · Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry

11,064subscribers

+534 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001106756664
TypeChannel
Username@hanaglobalbottomup
Description[하나증권 리서치센터 해외주식분석실] 🔹선진국&미국 기업 » Analyst: 김재임 / 강재구 / 김시현 » RA: 송종원 / 이재은 🔹중국 기업 » Analyst: 백승혜 / RA: 안기량
CreatedBetween 1 February 2017 and 31 December 2019 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live13 November 2026
Measurements held64
Confirmed unchanged1 time, most recently 13 November 2026
On Telegramt.me/hanaglobalbottomup

Topic

Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 10 August 2026 and assigned it the closest of 31 fixed categories, at 96% 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.

Observations

These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.

Content that also appears on other registered channels

Posts published here appear in near-verbatim form on 3 other registered channels. This entry also sits inside a group of 13 channels linked by matching posts, directly or through other channels in the group; two members of the group may share no posts with each other. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.

Matching posts — open both and compare (6 of the pairs behind the counts below)
Posted firstThenOverlapGap
@hanaglobalbottomup/9199 · this entry2 Nov 2026, 22:58 UTC@globaletfi/224532 Nov 2026, 23:01 UTC1.002 minutes
@hanaglobalbottomup/9229 · this entry11 Nov 2026, 22:50 UTC@globaletfi/2263011 Nov 2026, 22:53 UTC1.003 minutes
@HanaResearch/201586 Aug 2026, 23:24 UTC@hanaglobalbottomup/8817 · this entry6 Aug 2026, 23:25 UTC1.00under a minute
@HanaResearch/2024417 Aug 2026, 07:46 UTC@hanaglobalbottomup/8856 · this entry17 Aug 2026, 07:46 UTC1.00under a minute
@HanaResearch/2028820 Aug 2026, 23:28 UTC@hanaglobalbottomup/8875 · this entry20 Aug 2026, 23:29 UTC1.0072 seconds
@hanaglobalbottomup/9194 · this entry2 Nov 2026, 05:01 UTC@HanaResearch/208322 Nov 2026, 05:01 UTC1.00under a minute
Channels this entry shares post bodies with, where at least one matching post pair has no forward credit between the two channels, or to a common source, recorded in our data
ChannelMatching postsText overlapTypical gapPublished first
@globaletfi85 (8/8 hand-verifiable sample passed)1.0023 minutesthis entry (85–0)
@HanaResearch47 (8/8 hand-verifiable sample passed)1.00under a minutethis entry (36–11)
@hana_us_stock40 (8/8 hand-verifiable sample passed)1.00under a minutethis entry (28–12)

Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.

What this cannot establish

MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.

Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. 11 of the 12 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.

“Published first” means first in this corpus. We hold 163 comparable posts for this entry, running 4 August 2026 to 13 November 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.

The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.

  • Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
  • 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
  • shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
  • Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).

Of the group of 13 channels, the one whose matching posts we hold earliest is @hanaallocation. That channel is not among the channels listed above, so this entry may share no posts with it and this does not say where this entry’s content came from. It is a statement about our reading window, not a claim of authorship.

Recorded under the key clone_source, last confirmed 14 November 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.

Channels linked by matching posts

This channel is in a group of 13 registered channels linked by matching posts, directly or through other channels in the group. This channel may share no posts with some of the channels listed below, and listed channels may share none with each other. Links are found by comparing text fingerprints across every channel on the register.

Which channel, if either, published first is deliberately not shown in this list. “First” could only mean first in our own crawl, which depends on how deep we happened to reach into each channel’s history, not on when the content was actually first posted. Our one hand-check read 45 of the highest-confidence flagged pairs against the live Telegram pages. In 18 of them the live page showed a “Forwarded from” credit that our database had no record of, so reading that pair as an unattributed copy was wrong; the check did not measure who published first. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Near-verbatim matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.

Growth

10,53011,06610,79811,0646 August 202613 November 2026
64 measurements spanning 99 days, net +534. 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 10,450–11,146 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 64
Measured (UTC)SubscribersChange
13 Nov 2026, 01:0511,064+2
10 Nov 2026, 20:1011,062-4
9 Nov 2026, 06:0111,066+8
8 Nov 2026, 00:4511,058+1
6 Nov 2026, 19:3011,057+5
5 Nov 2026, 22:2511,052+3
4 Nov 2026, 23:4011,049+2
4 Nov 2026, 00:5111,047+8
2 Nov 2026, 23:4911,039-3
1 Nov 2026, 22:2611,042-7
31 Oct 2026, 21:2811,049+1
30 Oct 2026, 20:3511,048+2
29 Oct 2026, 20:3711,046+5
28 Oct 2026, 20:0111,041+2
27 Oct 2026, 19:1611,039-1
26 Oct 2026, 21:3811,040+3
25 Oct 2026, 23:4611,037+7
25 Oct 2026, 01:0911,030+2
23 Oct 2026, 22:0511,028+1
23 Oct 2026, 00:4711,027first reading

Engagement

163 posts held, back to 4 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 63 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
15.4%
avg views ÷ 11,064 subscribers
Avg views / post
1,700
55 posts measured
Reaction rate
—
this channel exposes no reaction counts
Posts in window
55
of 163 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 13 November 2026
Posts held163 (4 August 2026 – 13 November 2026)
Views total93,618
Reactions total—
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken14 Nov 2026, 22:39 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
≈3,700
Links
≈5,710

Lifetime counters from Telegram’s own channel header, read 14 November 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

Telegram’s own ‘edited’ marker: 2 of 55 posts held from the last 30 days (3.64%) 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).

13 Nov 2026, 07:51 UTC261 viewsread 14 November 2026
Forwarded from @hana_us_stock

◈하나증권 해외주식분석◈ 선진국 기업분석 강재구(T.02-3771-3386) *텔레그램 채널: https://t.me/hana_us_stock ★ [미국 기업 코멘트] 엔비디아 단기 주가 부진 예상. 차기 CEO와 AI 생태계 확장 전략 유지가 관건 ▶ 자료: https://buly.kr/4bl9H6s 엔비디아 국가안보 및 CEO 리스크 부각 [첨단 반도체 우회 수출 의혹과 창업자 리더십 상실에 따른 경영 불확실성 확대] - 현지시각 12일 젠슨 황의 사임 확정으로 엔비디아 리더십 부재 리스크 부각. 엔비디아의 주가는 고점(10/6) 대비 46.4% 급락한 상황 - 엔비디아가 직면한 문제는 1) 예상치 못한 젠슨 황의 사생활 문제로 인한 국가안보 및 수출규제 관련 조사, 2) 젠슨 황 사임에 따른 리더십 공백 등으로 구분 - 엔비디…

13 Nov 2026, 07:04 UTC≈2,100 viewsread 14 November 2026

하나증권 중국기업분석 백승혜/안기량 *텔레그램 채널: https://t.me/hanaglobalbottomup [Hana China Weekly] 3분기 SMIC 실적으로 재확인된 파운드리 업황 호조 ▶자료: https://buly.kr/5UKwAbF ◆3분기 실적 리뷰: SMIC, 허사이테크 ◆업데이트 산업&기업: AI 인프라, 전기차/이차전지, AI 소프트웨어, 제약, 로보틱스 ◆주요 기업 이슈 - SMIC(0981.HK): 3Q26 실적 - 가동률 상승과 제품 믹스 개선으로 어닝 서프라이즈 시현 - 허사이테크(HSAI.US): 3Q26 실적 - 라이다 성장 둔화, 액추에이터 사업 성장 본격화 - 알리바바(BABA.US): 반도체 자회사 T-Head 홍콩 IPO 추진 중 (위 문자의 내용은 컴플라이언스의 승인을 득하였음)

13 Nov 2026, 05:25 UTC≈1,450 viewsread 14 November 2026

◈하나증권 해외주식분석◈ 미국/선진국 기업분석 김재임(T.02-3771-7793), 김시현(7513), 송종원(7261) *텔레그램 채널: https://t.me/hanaglobalbottomup ◆ Tech & Stock Weekly: AI 산업, 불확실성 속에서도 확인되는 성장 동력 ▶자료: https://buly.kr/Ezlr77A ▶ 주요 이슈 업데이트 - 엔비디아(NVDA.US): 젠슨 황 사임 - 코어위브(CRWV.US): AI 인프라 투자 우려 완화 - 실적/이벤트 - AI/플랫폼 - 우주/로봇 - 글로벌 전력기기/에너지 (위 문자의 내용은 컴플라이언스의 승인을 득하였음)

12 Nov 2026, 23:38 UTC412 viewsread 14 November 2026
Forwarded from @HanaResearchPhoto

Hana Global Guru Eye(26.11.13) [11월 13일 Hana Global Guru Eye] ▶ 하나증권 리서치센터 글로벌투자분석실 : https://buly.kr/GkvQpXv ▶ 오늘의 리포트 링크 1. [2027년 크레딧 전망] 떨어지는 것은 날개가 있다 : https://buly.kr/8Iz3W6D 2. [2027년 자동차 전망] 환율이 가져간 이익, 로봇과 자율주행이 돌려줄 가치 : https://buly.kr/5fFh1Yw

12 Nov 2026, 22:50 UTC≈1,180 viewsread 14 November 2026

[하나 글로벌 기업분석 데일리 뉴스] 11/13 하나증권 김재임/송종원 Google, 복잡한 질문 이해하는 Gemini 4 Hydrogen 공개 -여러 부분으로 구성된 질문과 이해하기 어려운 오타, 구체적인 요청을 처리함 -질문을 세부 항목으로 나눠 각 부분에 답변함 -검색과 Gemini 앱의 모든 요금제에서 이용 가능함 https://da.gd/gTvlNb Google AI 에이전트의 마야 유적 발견 주장 오류 -연구진이 멕시코에서 미등록 마야 유적을 찾았다고 주장함 -해당 유적은 이미 전년도 학술지에 발표된 곳으로 확인됨 -고고학계에서 AI를 활용한 발견 주장의 신뢰성을 비판함 https://da.gd/HwF8m Nvidia 이사회, 젠슨 황 CEO 퇴진 결정 -황이 세 건의 부적절한 관계 보도 이후 CEO 자리에서 물러남 -관계 당…

12 Nov 2026, 22:42 UTC≈1,190 viewsread 14 November 2026

하나증권 중국기업분석 [중국 Spot News] ▶SMIC(0981.HK): 11/12 발표한 3Q26 매출액은 219.8억위안(YoY +28.1%)으로 컨센서스 607.0% 상회, 지배주주 순이익은 28.5억위안(YoY +87.6%) 기록하며 컨센서스 566.8% 상회. 매출총이익률은 29.9%로 전분기 대비 4.6%p 상승. 3Q26 웨이퍼 출하량은 303.4만장(YoY +21.4%, QoQ +5.7%), 생산능력 가동률은 97.3%로 전분기 대비 3.6%p 상승. 웨이퍼 출하량 증가와 생산능력 가동률 상승에 따른 웨이퍼당 고정비 부담 완화, 고부가가치 제품 비중 확대에 힘입어 수익성 개선. 4Q26 매출액은 QoQ +4~6% 증가할 것으로 예상하며, 매출총이익률 가이던스는 26~28% 제시. ▶톈푸통신(300394.CH): 11/1…

11 Nov 2026, 23:32 UTC593 viewsread 14 November 2026
Photo

Hana Global Guru Eye(26.11.12) [11월 12일 Hana Global Guru Eye] ▶ 하나증권 리서치센터 글로벌투자분석실 : https://buly.kr/Ga0fUSn ▶ 오늘의 리포트 링크 1. [해외채권] 변동성 높은 내리막길 : https://buly.kr/Ga0fULe 2. [CoreWeave] FY 3Q26 Review: AI 투자심리 개선 기대 : https://buly.kr/DwHIXEb

11 Nov 2026, 22:50 UTC≈1,410 viewsread 14 November 2026

하나증권 중국기업분석 [중국 Spot News] ▶중지쉬창(300308.CH): 11/11 미국의 중국산 광트랜시버 수입 규제 우려 완화와 고속 광모듈 수요 확대 기대감에 주가 15.1% 상승 마감. 최근 마이크로소프트가 중국산 광트랜시버 수입 제한을 추진 중인 미국 정부에 규제 철회를 요청한 것으로 알려지면서 관련 불확실성이 완화. 중국 기업은 글로벌 광트랜시버 시장의 약 3분의 2를 차지하고 있으며, 미국 주요 클라우드 기업의 중국산 제품 의존도가 높아 단기간 내 공급망 대체가 어려운 상황. ▶전기차: 11/11 CnEVPost에 따르면 중국승용차시장정보연석회(CPCA)가 발표한 11/1~8 전기차 소매 판매량은 21.9만대(YoY -7.0%)로, 전체 승용차 판매량 감소율인 21.0% 대비 상대적으로 양호한 흐름 기록. 전체 승용차…

11 Nov 2026, 22:47 UTC≈3,820 viewsread 14 November 2026

[하나 글로벌 기업분석 데일리 뉴스] 11/12 하나증권 김재임/송종원 Nvidia CEO 중국 정보 연계 의혹에 의회 조사 확대 -미 하원 의원들이 젠슨 황에게 비공개 브리핑 출석을 요구했음 -자발적으로 출석하지 않으면 소환장 발부를 검토할 수 있음 -Nvidia의 중국 수출 허가 재검토와 첨단 칩 통제 강화를 요구했음 https://da.gd/iPjIt Microsoft 데이터센터 전력 비용 자체 부담 방침 -정부 보조금에 의존하지 않는 전력 조달 방안을 모색함 -다른 전력 소비자의 비용 상승을 유발하지 않겠다는 목표임 -AI 데이터센터 운영에 필요한 전력이 적용 대상임 https://da.gd/I3yGI Morgan Stanley, 우량 AI 하이퍼스케일러 채권 선호 -우량 하이퍼스케일러 채권의 진입 여건이 더 매력적이라고 판단했음…

11 Nov 2026, 08:56 UTC≈2,750 viewsread 14 November 2026

◈하나증권 해외주식분석◈ 미국/선진국 기업분석 김시현(T.02-3771-7513) *텔레그램 채널: https://t.me/hanaglobalbottomup ★ 벤처글로벌(VG.US): 단기 액화수수료 급등이 장기 계약 가격도 올리는 중 ▶ 자료: https://buly.kr/BIXvqEd ■ 3Q26 Re: 액화수수료는 6.76달러/MMBtu(YoY +26%) - 매출액 47.6억 달러(YoY +43%), 조정 EBITDA 25.8억 달러(+69%)로 컨센(46.3억, 25.2억)을 모두 상회 - 매출 증가분의 60%는 판매량 증가, 40%는 가격 상승에서 비롯 - 3Q26 액화수수료는 6.76달러/MMBtu로 YoY +26%, QoQ +5% 증가 - 10월 31일에는 예정대로 Plaquemines Phase 1의 상업용 운전을 개시…

11 Nov 2026, 01:08 UTC545 viewsread 14 November 2026

하나증권 중국기업분석 [중국 Spot News] ▶허사이(2525.HK/HSAI.US): 11/10 발표한 3Q26 매출액은 10.7억위안(YoY +34.3%)으로 컨센서스 1.6% 하회, 지배주주 순이익은 0.8억위안(YoY -68.5%) 기록하며 컨센서스 9.8% 하회. 순이익 감소는 전년 동기 지분투자 처분 및 지식재산권 이전에 따른 일회성 이익 1.9억위안이 반영된 기저효과에 기인. 3Q26 LiDAR 출하량은 73.0만대(YoY +65.3%)로, 이 중 자율주행용 63.8만대(YoY +67.6%), 로봇용 9.2만대(YoY +51.1%) 기록. 로봇용 액추에이터 모듈 출하량은 2.3만개(QoQ +96.8%)로 확대됐으며, 자율주행용 LiDAR 출하 증가와 로봇용 액추에이터 모듈 판매 확대를 바탕으로 사업 다각화를 추진 중. ▶메…

10 Nov 2026, 23:57 UTC≈1,480 viewsread 14 November 2026

[하나 글로벌 기업분석] 하나증권 김재임/송종원 앤트로픽 IPO 업데이트 - 상장 일정 11월 10일 투자설명회 개시. 현지시간 11월 18일 공모가 확정, 19일 나스닥 거래 시작 예정. 종목코드는 ‘ANT’. 최종 공모가는 아직 미확정 - 공모 조건 희망 공모가 주당 70~78달러, 공모 주식수 8억2,500만주. 신주 약 8억135만주와 기존 주주 구주 약 2,365만주로 구성. 기본 공모금액은 577.5억~643.5억달러 - 청약 수요 개인투자자 배정 비중 약 20%를 목표로 함. 투자설명회 첫날부터 희망 공모가 범위에서 배정 물량을 채웠으며, 같은 단계의 스페이스엑스보다 기관 수요가 더 강하다는 보도도 존재. 스페이스엑스의 최종 청약 수요는 총 3,500억달러 이상, 기관만 2,500억달러 이상이었음. 앤트로픽의 구체적인 청약금…

Showing the 12 most recent of 163 posts we hold for @hanaglobalbottomup. 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

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 7 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.

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 November 2026 — this entry's latest reading, not the date you are reading this.

“[하나증권 해외주식분석]” (@hanaglobalbottomup), 11,064 subscribers as measured 13 November 2026. Telegram Register, tgregister.com/channel/hanaglobalbottomup.

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.