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Channel

[유진]전력기기/미드스몰캡 허준서

@jsheo

On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry

5,383subscribers

+39 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-1002131022452
TypeChannel
Username@jsheo
CreatedBetween 1 November 2023 and 31 May 2024— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live12 August 2026
Measurements held5
Confirmed unchanged1 time, most recently 12 August 2026
On Telegramt.me/jsheo

Growth

5,3445,3835,363.56 August 2026 — 5,344 subscribers6 August 2026 — 5,344 subscribers6 August 2026 — 5,348 subscribers9 August 2026 — 5,365 subscribers12 August 2026 — 5,383 subscribers6 August 202612 August 2026
5 measurements spanning 6 days, net +39. 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 5,338–5,389 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
12 Aug 2026, 14:455,383+18
9 Aug 2026, 05:215,365+17
6 Aug 2026, 08:105,348+4
6 Aug 2026, 03:365,344no change
6 Aug 2026, 03:065,344first reading

Engagement

30 posts held, back to 29 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 8 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
39.0%
avg views ÷ 5,383 subscribers
Avg views / post
2,100
30 posts measured
Reaction rate
0.348%
reactions ÷ views · ER floor
Posts in window
30
of 30 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 27 of 30 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 12 August 2026
Posts held30 (29 July 202612 August 2026)
Views total63,015
Reactions total207
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken12 Aug 2026, 04:23 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

187 reactions across 20 posts, in 12 distinct kinds. The most used accounts for 65.8% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
12365.8%
👍2412.8%
🤬84.28%
💩73.74%
🤷‍♂52.67%
😱42.14%
🙏42.14%
👏31.60%
😁31.60%
💯21.07%
😢21.07%
🤪21.07%

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 27 of the 30 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 207reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 30 most recent posts we hold, published 29 July 2026 to 12 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

12 Aug 2026, 01:52 UTC387 views1 reactionsread 12 August 2026
Forwarded from @darthacking

2026.08.12 10:44:49 기업명: 비츠로셀(시가총액: 1조 5,844억) A082920 보고서명: 반기보고서 (2026.06) 잠정실적 : Y 매출액 : 762억(예상치 : 730억, +4.3%) 영업익 : 188억(예상치 : 223억, -15.9%) 순이익 : 173억(예상치 : 185억, -6.5%) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 762억/ 188억/ 173억 2026.1Q 683억/ 203억/ 202억 2025.4Q 773억/ 213억/ 179억 2025.3Q 553억/ 167억/ 158억 2025.2Q 565억/ 161억/ 102억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260812000200

1

8 Aug 2026, 09:22 UTC≈1,340 views13 reactionsread 12 August 2026
Forwarded from @moneybottlePhoto

마이크론 주주환원은 FCF 100%로 내년 기준 140조원을 초과할 예정 이는 애플과 엔비디아의 합산을 훨씬 초과하여 현재 주가 기준 배당률이 10%를 넘을수 있음 삼성전자는 여태까지 FCF의 50%를 주주환원에 사용했음

12👏1

7 Aug 2026, 08:38 UTC≈1,340 views14 reactionsread 12 August 2026

[산일전기 2Q26 실적콜 - 유진 허준서] 1. 2Q26 실적 및 수익성 - 매출액 1,642억원 (+28.0% yoy, +9.2% qoq), 역대 최대 분기 매출 재경신 - 영업이익 622억원 (+34.3% yoy, +11.7% qoq), OPM 37.9%, 전년·전분기 대비 모두 개선 - 컨센서스 대비 매출 +1.3%, 영업이익 +3.2% 상회 - GPM 47.2%, 전분기 대비 약 +0.2%p 개선, 2025년 연간 GPM 46.6% 상회 - 2025년 연간 OPM 35.7% 대비 약 +2.2%p 높은 수준 이번 분기 성장의 중심은 신재생·데이터센터·ESS 등 특수변압기 전방산업의 강한 수요와 출하량 증가. 매출 증가에 따른 구매·생산 규모 확대와 생산효율 개선이 GPM 상승으로 연결됐으며, 고정비 부담 완화에 따른 영업

13🤷‍♂1

7 Aug 2026, 02:49 UTC701 views10 reactionsread 12 August 2026
Forwarded from @darthacking

2026.08.07 11:47:27 기업명: 산일전기(시가총액: 4조 8,171억) A062040 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 1,642억(예상치 : 1,632억+/ 1%) 영업익 : 620억(예상치 : 607억/ +2%) 순이익 : 546억(예상치 : 483억+/ 13%) **최근 실적 추이** 2026.2Q 1,642억/ 620억/ 546억 2026.1Q 1,503억/ 555억/ 459억 2025.4Q 1,421억/ 524억/ 430억 2025.3Q 1,327억/ 426억/ 368억 2025.2Q 1,283억/ 462억/ 379억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260807800200 회사정보: https://finance.naver.co

👍71👏1💩1

6 Aug 2026, 15:50 UTC≈6,360 views13 reactionsread 12 August 2026

[Fluence Energy Call 임플리케이션 - 유진 허준서] 1. 하드웨어 구축물 공급망 만들기가 진짜 쉽지 않구나 - 백로그 증가로 수요 지표는 매우 높았으나, 실제 공급 수행능력이 낮아서 탑라인 쇼크 - 9월 결산으로 CY 기준 3Q가 분기말이라 매출액, EBITDA 가이던스 하향 - 가이던스 및 톤 상 FY4Q26에 연간 매출 집중되는 구조며 해당 시기 기점으로 탑라인 증가 폭 강화 전망 - 휴스턴 제조공장은 서진시스템 미국 공장, CY기준으로 4Q26을 100% 가동시점으로 짚어줬으며 생산능력은 연간 15GWh - 이외에도 SmartStack의 상부인 배터리 팟은 중화권 인클로저 업체에 일부 위탁중인것으로 보이며 - 해당업체의 품질문제와 휴스턴 공장의 전력망 연결 문제가 램프업 지연의 핵심 원인 - 데이터센터 뿐

11💩1🤬1

6 Aug 2026, 15:09 UTC≈1,220 views6 reactionsread 12 August 2026

[Fluence Energy FY3Q26 Q&A - 유진 허준서] Q1. 신규 생산시설의 지연 원인과 데이터센터 경쟁력 Q. 국제시장 및 미국 신규 위탁생산 시설에서 발생한 문제의 구체적인 내용과 현재 정상화 상황은 무엇인지? A. 국제시장 대응을 위해 두 곳의 신규 제조 파트너를 추가했으며, 그중 한 업체가 Smartstack의 Pod를 생산하는 과정에서 초기 제품이 플루언스의 시험·품질기준을 충족하지 못한 상황. 품질을 맞추기 위해 생산을 상당 기간 중단하고 재작업을 진행했으며, 이로 인해 큰 폭의 납품 지연 발생. 현재 문제는 완전히 해결돼 정상 생산 중이며, 향후 국제시장 수요를 필요한 품질과 물량으로 대응할 수 있다는 판단. 다만 3분기에 손실된 생산량 전부를 FY2026 안에 회복하기는 어려운 상태. 미국 휴스턴 공장은 기존

👍5💩1

6 Aug 2026, 15:06 UTC≈5,450 views3 reactionsread 12 August 2026

[Fluence Energy FY3Q26 Earning Call - 유진 허준서] #FLNC 1. 수주 모멘텀 및 수주잔고 - 3분기 신규수주는 $14.4억으로 전년 동기 $5.09억 대비 약 2.8배 증가. FY2026 9개월 누적 신규수주는 $27억으로 전년 동기 대비 80% 증가했으며, 전체 수주의 약 90%는 유틸리티와 IPP 고객 구성. 최근 4개 분기 가운데 2개 분기에서 사상 최대 신규수주 기록이며, 4분기 신규수주도 3분기를 넘어서는 추가 사상 최대 수준 예상. - 분기 말 수주잔고는 $64억으로 전분기 대비 14%, 전년 동기 대비 30% 이상 증가한 사상 최대 수준. 이 가운데 약 $22억은 FY2027 매출 전환 예상 물량으로, 전년 같은 시점에 확보했던 FY2026 매출 커버리지 $15억을 크게 상회하는 수준.

2💩1

6 Aug 2026, 12:55 UTC≈1,370 views7 reactionsread 12 August 2026
Photo

Photo, posted without a caption

😁3💯2🤪2

5 Aug 2026, 20:47 UTC≈11,600 views18 reactionsread 12 August 2026

플루언스에너지 실적은 좋지 못했고 수주는 생각했던것보다 좋습니다. 매출액 6.5억불로 시장예상치 8.6억불 보다 크게 하회했습니다. 서진시스템 프리뷰 간 플루언스에너지 조립공장인 텍사스의 램프업이 지연된다는 이야기가 있었고, CY기준 3분기인 7월 가동중 스케줄이 플루언스에너지의 FY기준 3분기 실적에도 영향을 미쳤네요, 애초에 돈벌던 회사가 아니라 탑라인 감소에 따른 이익 감소도 특별한 이슈는 아닌듯 합니다. 다만 수주 내용이 좋습니다. 지난 실적에서 공언한 부분 중 이번 실적에서 확인하고 싶었던 내용이 데이터센터향으로 맺은 2건의 MSA 계약이 파이프라인에서 백로그로 전환되는 것이었는데 일부 전환된것으로 보입니다. 신규수주 중 3억불이 데이터센터향 BTM시장 수주라고 밝혔고 FY기준 4분기인 7월에 5.5억불의 '어워드'를 받았다

15🤷‍♂3

5 Aug 2026, 20:34 UTC≈9,850 views7 reactionsread 12 August 2026

[Fluence Energy FY3Q26 earnings - 유진 허준서] #FLNC 1. 실적 매출액: $6.50억 (+7.9% yoy, +39.8% qoq) - 에너지저장장치 납품 물량 증가에 따른 전년 대비 성장 - 신규 위탁생산 시설의 생산 지연으로 회사 예상치 하회 매출총이익: $0.33억 (-62.7% yoy, -28.7% qoq) GAAP 매출총이익률: 5.1% (-9.7%p yoy, -4.9%p qoq) 조정 매출총이익: $0.39억 (-58.4% yoy, -25.0% qoq) 조정 매출총이익률: 5.9% (-9.5%p yoy, -5.2%p qoq) 순손실: -$0.44억 - 전년 동기 +$0.07억 순이익 대비 적자전환 - 전분기 -$0.29억 대비 적자폭 51.4% 확대 조정 EBITDA: -$0.29억 - 전

6👍1

Showing the 12 most recent of 30 posts we hold for @jsheo. 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 — 485,806 of 1,151,006entries 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 2 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.

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

“[유진]전력기기/미드스몰캡 허준서” (@jsheo), 5,383 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/jsheo.

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.