#두산에너빌리티 -'25년 이익률 개선 원인: 고수익 기자재 중심의 수주잔고 MIX 개선 원이

Channel
investor1992
@investor1992rok
On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
1,197subscribers
-14 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
Register entry
| Telegram ID | -1001694604371 |
|---|---|
| Type | Channel |
| Username | @investor1992rok |
| Created | Between 1 December 2021 and 30 April 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 18 September 2026 |
| Measurements held | 12 |
| Confirmed unchanged | 2 times, most recently 18 September 2026 |
| On Telegram | t.me/investor1992rok |
Topic
Marketing & affiliate — 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 18 September 2026 and assigned it the closest of 31 fixed categories, at 31% 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 why it has no browse page of its own yet.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 14 Sept 2026, 13:16 | 1,197 | -1 |
| 11 Sept 2026, 06:17 | 1,198 | -4 |
| 6 Sept 2026, 04:58 | 1,202 | -3 |
| 1 Sept 2026, 21:25 | 1,205 | -2 |
| 26 Aug 2026, 22:27 | 1,207 | -2 |
| 24 Aug 2026, 03:37 | 1,209 | +1 |
| 20 Aug 2026, 13:52 | 1,208 | -1 |
| 17 Aug 2026, 17:29 | 1,209 | +1 |
| 14 Aug 2026, 03:08 | 1,208 | -1 |
| 10 Aug 2026, 14:12 | 1,209 | -2 |
| 7 Aug 2026, 12:02 | 1,211 | no change |
| 7 Aug 2026, 11:59 | 1,211 | first reading |
Engagement
17 posts held, back to 13 February 2025 — 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 page of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 17 posts for this entry, the most recent from 17 February 2025. An engagement rate over an empty window would be a number about nothing.
Reaction mix
1 reaction across 1 post, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 1 | 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 1 of the 17 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 1 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 17 most recent posts we hold, published 13 February 2025 to 17 February 2025, 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
한-체코 양국 기업 MOU 6건 체결…“신규 원전 계약 곧 이뤄질 것” www.sedaily.com/NewsView/2GP07LXAN6?OutLink=telegram 프리미엄 컨버전스 미디어, 시그널(Signal) 투자의 바른 길을 함께 합니다! https://signal.sedaily.com
보로노이 VRN11이 왕이 될 상인가?(최신 IR BOOK 업데이트) (푸른심장) <지난 IR Book 과의 차이점> - VRN-07(ORIC-114) : 현재 1b상 진행 중. 2025년 상반기 완료 예정. 추가로 얀센의 아미반타맙과의 병용 임상. 현재 EGFR exon20 삽입 변이의 1차 치료제인 아미반타맙과 병용 임상을 2025년 1분기 내에 시작한다. 얀센은 무상으로 아미반타맙을 제공한다. 얀센(1차 치료제)은 왜 이제 1상을 하고 있는 보로노이에게 손을 내밀었을까? 현재 exon20 삽입 변이 시장은 약 3조로 추정되고 있다. 제대로 그 시장을 완전히 장악하지 못하고 있는 얀센의 입장이 이번 병용 임상으로 어느 정도 예측된다. 빅팜이 그리고 1차 치료제가 먼저 손을 내밀었다니... - 새로운 후보물질이 넘버링 됐다. VRN16…
지엔씨에너지 치열한 상한가 고지전ing
2025.02.17 13:44:11 기업명: 지엔씨에너지(시가총액: 2,204억) 보고서명: 매출액또는손익구조30%(대규모법인은15%)이상변동 재무제표 종류 : 연결 매출액 : 746억(예상치 : 658억) 영업익 : 129억(예상치 : 98억) 순이익 : 64억(예상치 : -) **최근 실적 추이** 2024.4Q 746억/ 129억/ 64억 2024.3Q 740억/ 132억/ 127억 2024.2Q 370억/ 30억/ 169억 2024.1Q 403억/ 24억/ 34억 2023.4Q 649억/ 67억/ 73억 * 변동요인 1. 주력사업인 발전기부문에서 데이터센터 수요 증가에 따른 매출과 영업이익, 당기순이익 증가 2.종속기업 편입에 따른 매출 및 영업이익, 당기순이익 증가 공시링크: https://dart.fss.or.kr/ds…
❤1
#이구환신 #테크 #모바일 오랜만에 중국 스마트폰 업데이트 24.08~9월을 저점으로 4개월 연속 턴어라운드 중. 로컬 스마트폰 중심으로 최근 2년 내 고점 경신.
변압기 공급 부족 지속: - 전력 수요는 2030년까지 16% 증가 예상: 더 크고 많은 전력기기 필요 - 현재 새로운 변압기 주문 시 최대 3년 필요: 5년전 4~6주 대비 길어진 상황 - NREL: 2024년 말 기준 미국에 약 6,000~8,000만 개의 배전 변압기 존재 > 2050년까지 이 수요가 최대 2021년보다 260% 증가할 수 있음 > 현재 주거용 변압기의 약 55%가 수명 말기에 도달. 많은 변압기가 40년 이상 사용 > 미국 국가인프라자문위원회(NAIC): 변압기 표준화, 가상 변압기 비축 프로그램 도입, 연방 정책 및 자금 지원 등을 통해 문제를 해결하려고 노력 중. 그러나 정책 결정자들의 협력이 필요하며, 구현되기까지 오랜 시간이 걸릴 것 https://www.utilitydive.com/news/electric-…
📮[메리츠 화장품/생활소비재 박종대] Weekly Cosmetics Letter: 화장품 업황 개선을 주식시장에서 못느끼는 이유 (25.02.17) ▶주가 분석과 투자전략 1. 화장품 업황 개선을 못느끼는 이유 - 4분기 화장품 수출 YoY 28% 증가, 좋은 업황에도 불구 밋밋한 주가, 실적 개선 의심 - 상장 브랜드 업체들의 실적이 부진하기 때문, but 한국 화장품 산업을 대변하지 못함 - K-뷰티의 ‘가성비’, ‘혁신성’은 인디 브랜드의 영역 - 조선미녀, 아누아, 스킨1004, 티르티르, 바이오던스 등 인디브랜드는 대부분 비상장 - 다만, 상장되어 있는 밸류체인별 톱티어 업체들은 K-뷰티 글로벌 모멘텀을 그대로 투영 - 펌텍코리아(부자재/용기), 코스맥스(ODM), 실리콘투(유통)의 펀더멘털 의심할 여지 없음, 높은 시장점유율…
IR일정 알테오젠 2025-02-17 리가켐바이오 2025-02-17 ~ 2025-02-20 보로노이 2025-02-17 ~ 2025-02-20
2025.02.14 16:36:56 기업명: 알테오젠(시가총액: 21조 76억) 보고서명: 기업설명회(IR)개최 개최일자 : 2025-02-17 개최시각 : 09:00 *IR 목적 해외투자자 대상 회사의 주요 연구개발 및 사업현황 소개 *IR 내용 - 라이선스 체결품목 진행현황 소개 - 중장기 성장전략 소개 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250214901158 회사정보: https://finance.naver.com/item/main.nhn?code=196170
브이티 (딥러시치 리들샷 분석) https://blog.naver.com/richyun0108/223760561679?fromRss=true&trackingCode=rss
[쑤닝이거우, ‘6000위안 이상 휴대폰 보조금 계획' 가동] >> 기존 정부의 휴대폰 이구환신 정책 범위는 '6000위안 이하 제품' 한정이었습니다. 자체 프로모션 통해 고가폰 구매 수요 자극 >> 범위/규모는 더 확장될 여지가 크다고 생각합니다. 자료 참고 부탁드립니다 ========================= * 프로모션 기간 한 달 (2/14~3/16) * 담당자는 '중국 정부 이구한신 정책으로 6000위안 이하 제품 수요 뚜렷하게 증가. 동시에 고가 제품에 대한 구매의향/수요 확인했다'는 입장 * 6000위안 이상 휴대폰에 250~1000위안 규모 보조금 지급. 1인당 1대 한정. 쑤닝이커우 전국 직영점에서 사용 가능 • 애플 250~400위안, 안드로이드/하모니 500~1000위안 지원 * 화웨이 Mate시리즈, …
Showing the 12 most recent of 17 posts we hold for @investor1992rok. 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.
@darthacking · 65,0962 postsBRILLER
@BRILLER_Research · 18,0871 postBrain and Body Research
@Brain_And_Body_Research · 35,0311 post한투증권 미국/중국전략 정정영
@G2strategy · 16,1531 post다올 의료기기/화장품 박종현
@alexppark · 8,4731 post선수촌
@athletes_village · 21,6271 postBayesian Vault
@bayesiann · 1,6911 post척준 경제채널
@econoChuck · 1,6561 post하나증권 미국주식 강재구
@hana_us_stock · 11,1281 post김찰저의 관심과 생각 저장소
@kimcharger · 24,8771 post메리츠증권 리서치
@meritz_research · 27,3861 post投資, 아레테
@mstaryun · 18,6611 postBUYagra
@psychotherapy101 · 5,9591 post산업뉴스 채널_서울경제
@sedaily_industry_company · 3,9261 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.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@kimcharger · 24,877
Telegram ranks this channel #47 of 88 here — alongside 87 others — read 15 September 2026
@growthresearch · 40,127
Telegram ranks this channel #48 of 90 here — alongside 89 others — read 2 September 2026
@cahier_de_market · 22,483
Telegram ranks this channel #69 of 85 here — alongside 84 others — read 20 September 2026
This channel appears in 3 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 14 September 2026 — this entry's latest reading, not the date you are reading this.
“investor1992” (@investor1992rok), 1,197 subscribers as measured 14 September 2026. Telegram Register, tgregister.com/channel/investor1992rok.
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.