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Channel

[키움 전기전자/디스플레이 권민규]

@kiwoomdisplay

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

2,128subscribers

+12 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 1,000–3,162.

Register entry

Telegram ID-1001609884353
TypeChannel
Username@kiwoomdisplay
CreatedBetween 1 December 2021 and 31 March 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live10 August 2026
Measurements held4
Confirmed unchanged1 time, most recently 10 August 2026
On Telegramt.me/kiwoomdisplay

Growth

2,1162,1282,1226 August 2026 — 2,116 subscribers6 August 2026 — 2,116 subscribers6 August 2026 — 2,123 subscribers10 August 2026 — 2,128 subscribers6 August 202610 August 2026
4 measurements spanning 4 days, net +12. 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 2,114–2,130 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
10 Aug 2026, 02:412,128+5
6 Aug 2026, 21:182,123+7
6 Aug 2026, 06:172,116no change
6 Aug 2026, 02:332,116first reading

Engagement

20 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 2 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
103.0%
avg views ÷ 2,128 subscribers
Avg views / post
2,190
20 posts measured
Reaction rate
0.052%
reactions ÷ views · ER floor
Posts in window
20
of 20 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 10 of 20 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 6 August 2026
Posts held20 (29 July 20266 August 2026)
Views total43,835
Reactions total21
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken7 Aug 2026, 16:57 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

21 reactions across 8 posts, in 4 distinct kinds. The most used accounts for 61.9% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
1361.9%
🔥523.8%
💩29.52%
👏14.76%

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 10 of the 20 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 21reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 20 most recent posts we hold, published 29 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

6 Aug 2026, 05:43 UTC215 viewsread 7 August 2026
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# 덕산하이메탈 - 연결재무제표기준영업(잠정)실적(공정공시) - 2Q26 잠정실적 정정 [ 키움 전기전자/디스플레이 권민규 ] ▶️ 매출액: 908억원(YoY +58.1%) (컨센 매출액: 879억원) ▶️ 영업이익: 101억원(YoY +290.6%) (컨센 OP: 111억원) ▶️ 영업이익률: 11.1% (컨센 OPM: 12.6%) ▶️ 링크 https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260806900227

6 Aug 2026, 01:41 UTC270 viewsread 7 August 2026
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# 덕산네오룩스 - 연결재무제표기준영업(잠정)실적(공정공시) - 2Q26 잠정실적 정정 [ 키움 전기전자/디스플레이 권민규 ] ▶️ 매출액: 946억원(YoY +16.9%) (컨센 매출액: 946억원) ▶️ 영업이익: 185억원(YoY +80.0%) (컨센 OP: 175억원) ▶️ 영업이익률: 19.6% (컨센 OPM: 18.5%) ▶️ 링크 https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260806900096

5 Aug 2026, 22:24 UTC≈19,000 views1 reactionsread 7 August 2026

# 심텍 - 과거 기판 사이클 챔피언의 위엄, 가이던스 대폭 상향 [ 키움 전기전자/디스플레이 권민규] 투자의견: BUY(유지) 목표주가: 190,000원(유지) ▶️ 결론: - 2Q26 가이던스 크게 상회 - SOCAMM 26F 매출액 1500억 → 2300억 상향 - 2Q부터 이익률 대폭 개선, 3Q에 추가적으로 더 개선 - 기판업체 중 가장 낮은 감가상각비율, 영업레버리지 최상위권 - 업종 내 Top Pick, 매수 의견 제시 ▶️ 2Q26 Review: 영업레버리지 본격화, 기판 실적의 교과서 - 컨센서스 상회 ① 물량 증가에 따른 가동률 상승 (1Q 81% → 85% 추정) ② 고부가 제품(MSAP 패키징 기판, SOCAMM) 출하 증가로 믹스 개선 (Blended ASP QoQ +15% 추정) ③ 고객사 판가 인상분 반영 ④

👏1

5 Aug 2026, 07:00 UTC570 views1 reactionsread 7 August 2026
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# 심텍 - 연결재무제표기준영업(잠정)실적(공정공시) - 2Q26 잠정실적 정정 [ 키움 전기전자/디스플레이 권민규 ] ▶️ 매출액: 5,146억원(YoY +51.0%) (컨센 매출액: 4,669억원) ▶️ 영업이익: 629억원(YoY +1034.4%) (컨센 OP: 473억원) ▶️ 영업이익률: 12.2% (컨센 OPM: 10.1%) ▶️ 링크 https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260805900457

1

4 Aug 2026, 06:58 UTC310 viewsread 7 August 2026
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# 이녹스첨단소재 - 연결재무제표기준영업(잠정)실적(공정공시) - 2Q26 잠정실적 정정 [ 키움 전기전자/디스플레이 권민규 ] ▶️ 매출액: 1,087억원(YoY -2.47%) (컨센 매출액: 1,172억원) ▶️ 영업이익: 104억원(YoY -53.0%) (컨센 OP: 152억원) ▶️ 영업이익률: 9.6% (컨센 OPM: 13.0%) ▶️ 링크 https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260804900464

3 Aug 2026, 01:34 UTC521 viewsread 7 August 2026
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# 티엘비 - 연결재무제표기준영업(잠정)실적(공정공시) - 2Q26 잠정실적 정정 [ 키움 전기전자/디스플레이 권민규 ] ▶️ 매출액: 882억원(YoY +37.8%) (컨센 매출액: 848억원) ▶️ 영업이익: 128억원(YoY +86.3%) (컨센 OP: 128억원) ▶️ 영업이익률: 14.5% (컨센 OPM: 15.1%) ▶️ 링크 https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260803900381

2 Aug 2026, 22:31 UTC≈1,370 views1 reactionsread 7 August 2026

# 두산 - SK실트론 인수 관련 코멘트: 싸게 잘 사왔다. 이제는 리레이팅의 시간 [ 키움 전기전자/디스플레이 권민규 ] ▶️ 애널리스트 의견 - 적자가 누적된 SiC사업 청산, OPM 약 20%의 Si웨이퍼 사업 중심으로 인수하므로 핵심 자산 위주의 건전한 인수, 향후 두산그룹 내 안정적인 현금흐름 확보 및 연결 실적 우상향 가시성 확보 - 기본 지분가치가 총 약 3.3조원(지분 70.61%는 2.3조원) 규모로, 기존 시장 거론 금액 대비 낮은 수준. 현금 부담 우려 완화와 동시에 추가적인 자금 조달 가능성 완화 - 웨이퍼 산업의 안정적인 현금흐름 및 향후 중요성 확대에 따라 웨이퍼 업황 회복의 레버리지 효과까지 수혜 전망. 해당 가치는 두산의 가치에 밸류에이션되어 리레이팅 반영 가능할 것으로 예상 ▶️ 두산의 SK실트론 인수 톺

1

2 Aug 2026, 22:31 UTC≈1,350 views1 reactionsread 7 August 2026

# 대덕전자 - 전 사업부 호황 반영 중, 중장기 로드맵도 주목 [ 키움 전기전자/디스플레이 권민규] 투자의견: BUY(유지) 목표주가: 240,000원(유지) ▶️ 결론: - 2Q26 컨센서스 상회, 전사업부 호조 - 하반기 가이던스 소폭 둔화, 최대 가동률 도달에 의함 - BT쇼티지, FC-BGA 가동률 증가, MLB 증설 등 구조적 성장 지속 - 추가 Capa 활용 가능성 높은점 고평가 ▶️ 2Q26 Review: 견조한 성장 추세 재확인 - 컨센서스 상회 ① 전 사업부 수요 호조에 따른 Q 증가 ②판가 인상 협상 및 고부가 비메모리 위주 믹스개선으로 P 증가 ③고환율 효과가 반영 - FC-BGA 가동률 가파르게 상승 (1Q 74% → 2Q(6월 말 기준 90%) - Capa 효율화와 수요 증가에 힘입어 메모리, 비메모리 각각 매

1

31 Jul 2026, 08:42 UTC≈3,150 views0 reactionsread 7 August 2026
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# 두산 - 타법인주식및출자증권양수결정 [ 키움 전기전자/디스플레이 권민규 ] - SK실트론 보통주 양수 - 양수 예정 일자 27.01.31 - 양수 금액 2.3조원(지분비율 70.61%) - 당사가 매도인으로부터 발행회사 지분 70.61%를 취득하는 거래(이하 “본건 거래”)에 관한 것입니다. 참고로, 당사는 본건 거래와는 별개로, 발행회사의 잔여지분(29.39%)의 양수를 목적으로 그 거래상대방과 별도 협의를 진행 예정이며, 이에 대하여는 향후 구체적으로 결정되는 사항이 있는 경우 공시 규정 등에 따라 관련 사항을 공시할 예정입니다. - 발행회사의 향후 경영성과 달성 등을 조건으로 아래와 같이 초과이익 공유분이 매도인에게 추가로 지급될 수 있습니다. (사진 자료 참고) https://dart.fss.or.kr/dsaf001/mai

31 Jul 2026, 06:36 UTC329 viewsread 7 August 2026
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# 대덕전자 - 연결재무제표기준영업(잠정)실적(공정공시) - 2Q26 잠정실적 정정 [ 키움 전기전자/디스플레이 권민규 ] ▶️ 매출액: 4,010억원(YoY +63.1%) (컨센 매출액: 3,829억원) ▶️ 영업이익: 703억원(YoY +3,666.0%) (컨센 OP: 648억원) ▶️ 영업이익률: 17.5% (컨센 OPM: 16.9%) ▶️ 링크 https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260731800759

Showing the 12 most recent of 20 posts we hold for @kiwoomdisplay. 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 — 535,209 of 1,160,990entries 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.

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

“[키움 전기전자/디스플레이 권민규]” (@kiwoomdisplay), 2,128 subscribers as measured 10 August 2026. Telegram Register, tgregister.com/channel/kiwoomdisplay.

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.