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Channel

교보 음식료/화장품 권우정

@kyobofnbcosmetic

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

5,815subscribers

+744 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-1002088949517
TypeChannel
Username@kyobofnbcosmetic
CreatedBetween 1 November 2023 and 31 May 2024 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded7 August 2026
Last confirmed live19 September 2026
Measurements held13
Confirmed unchanged2 times, most recently 19 September 2026
On Telegramt.me/kyobofnbcosmetic

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 12 September 2026 and assigned it the closest of 31 fixed categories, at 65% 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

5,0715,8155,4437 August 2026 — 5,071 subscribers7 August 2026 — 5,075 subscribers11 August 2026 — 5,154 subscribers13 August 2026 — 5,476 subscribers17 August 2026 — 5,519 subscribers20 August 2026 — 5,532 subscribers23 August 2026 — 5,581 subscribers26 August 2026 — 5,654 subscribers29 August 2026 — 5,682 subscribers1 September 2026 — 5,733 subscribers5 September 2026 — 5,758 subscribers10 September 2026 — 5,765 subscribers14 September 2026 — 5,815 subscribers7 August 202614 September 2026
13 measurements spanning 38 days, net +744. 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 4,959–5,927 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
14 Sept 2026, 14:015,815+50
10 Sept 2026, 15:005,765+7
5 Sept 2026, 12:405,758+25
1 Sept 2026, 05:285,733+51
29 Aug 2026, 12:445,682+28
26 Aug 2026, 20:245,654+73
23 Aug 2026, 16:045,581+49
20 Aug 2026, 08:475,532+13
17 Aug 2026, 09:475,519+43
13 Aug 2026, 18:145,476+322
11 Aug 2026, 01:415,154+79
7 Aug 2026, 18:155,075+4
7 Aug 2026, 04:475,071first reading

Engagement

44 posts held, back to 4 August 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 pages 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 44 posts for this entry, the most recent from 12 August 2026. An engagement rate over an empty window would be a number about nothing.

Recent posts

12 Aug 2026, 03:14 UTC562 viewsread 12 August 2026

한국콜마 컨퍼런스콜 요약 전달드립니다. 금번 사상최대 실적을 기록했습니다. 유럽향으로 선케어 수출이 정말 잘되는 것 같습니다. 2분기 예상보다 잘나온 요인은 선케어가 더 호황이었던 것 같네요. 콜마도 타 ODM 업체들과 마찬가지로 3분기 수주 QoQ 증가 중인 상황입니다. 금일 한국 법인 3분기 매출 가이던스가 4,300억원인데 YoY 35% 수준입니다! 이번주 내내 화장품 업체들 실적 다 너무 좋고, 한결같이 구조적 성장을 언급 주시고 있습니다. ⚡️한국콜마 2Q26P Re 매출액 8,613억원 (YoY 17.8%) 영업익 1,103억원 (YoY 50.2%) 순이익 628억원 (YoY 79.8%) 컨센 대비 매출액 4.0% 영업익 15.9% 최대 분기 실적 및 ODM사 최초 연결 영업이익 1,000억원 돌파 한국 매출액 4,3

12 Aug 2026, 02:17 UTC155 viewsread 12 August 2026
Forwarded from @darthacking

2026.08.12 10:48:45 기업명: 실리콘투(시가총액: 2조 9,575억) A257720 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 4,026억(예상치 : 3,822억+/ 5%) 영업익 : 830억(예상치 : 715억/ +16%) 순이익 : 723억(예상치 : 433억+/ 67%) **최근 실적 추이** 2026.2Q 4,026억/ 830억/ 723억 2026.1Q 3,466억/ 645억/ 543억 2025.4Q 3,059억/ 424억/ 358억 2025.3Q 2,994억/ 631억/ 584억 2025.2Q 2,653억/ 522억/ 356억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260812900140 회사정보: https://finance.naver.c

12 Aug 2026, 00:15 UTC460 viewsread 12 August 2026
Forwarded from @darthacking

2026.08.12 09:15:17 기업명: 한국콜마(시가총액: 2조 6,745억) A161890 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 8,613억(예상치 : 8,312억+/ 4%) 영업익 : 1,103억(예상치 : 952억/ +16%) 순이익 : 628억(예상치 : 694억/ -10%) **최근 실적 추이** 2026.2Q 8,613억/ 1,103억/ 628억 2026.1Q 7,280억/ 789억/ 600억 2025.4Q 6,555억/ 478억/ 609억 2025.3Q 6,830억/ 583억/ 424억 2025.2Q 7,308억/ 735억/ 418억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260812800082 회사정보: https://finance.nav

11 Aug 2026, 23:04 UTC874 viewsread 12 August 2026
Forwarded from @KyoboRSC

[교보증권 음식료/화장품 권우정] 안녕하세요, 금일 코스맥스 2Q26 리뷰 발간했습니다. 전 법인이 예상 상회하는 실적 호조 기록했습니다 코스맥스(192820) - 2분기 매출 7,949억원(YoY 28%), 영업이익 737억원(YoY 21%)으로 컨센 +6% 상회, 국내외 전 법인 호실적 - 한국: YoY 23%, 기초 강세/ K-뷰티 구조적 확장에 따라 전반적으로 고객사 고르게 강세/ 겔마스크팩 수익성 개선 중, 3Q 수익성 YoY 턴어라운드 전망 - 중국/동남아 시장 대비 아웃퍼폼 중 - 미국: YoY 79%, 최초 흑자전환 - 목표주가 26만→31만원 상향(Fwd P/E 17배), 밴드 상단 21배까지 리레이팅 여력 충분 보고서 링크: https://www.iprovest.com/upload/research/report/comin

11 Aug 2026, 23:04 UTC837 viewsread 12 August 2026
Forwarded from @KyoboRSC

[교보증권 음식료/화장품 권우정] 안녕하세요, 금일 펌텍코리아 2Q26 리뷰 발간했습니다. 분기 최대 실적에 CAPA 증설도 순항 중입니다. 펌텍코리아(251970) - 2분기 매출 1,168억원(YoY 11%), 영업이익 217억원(YoY 11%)으로 컨센 +11% 상회, 분기 최대 실적 경신 - 펌텍(펌프): 매출 881억원(YoY 12%), 스틱(+48%)·스포이드(+297%) 견조, 인디·BIG2 고객사 고른 성장 / 부국(튜브): 매출 301억원(YoY 15%), 영업이익 YoY 45%로 레버리지+판가인상 효과 뚜렷 - CAPA: 상반기 사출라인 부족 이슈 해소 국면, 6공장 8월 준공·9~10월 가동으로 하반기 QoQ 매출·수익성 동반 개선 전망 보고서 링크: https://www.iprovest.com/upload/rese

11 Aug 2026, 22:24 UTC842 viewsread 12 August 2026

음식료/화장품 데일리 뉴스 26.08.12(수) 1. 음식료 CJ제일제당, 2분기 영업익 2576억원… 전년比 18.5% 감소 https://alie.kr/DaRFJ6n "매운맛 어디까지 견디나" 삼양라운드스퀘어, '번트' 콘텐츠 확대 https://alie.kr/74ZD0vP 정말 물만 팔러 오나? 중국 '국민생수' 한국 시장 노리는 까닭 https://alie.kr/7x8zv0R 비비고는 시작일뿐...K푸드 전세계 확장 노리는 제일제당 https://alie.kr/A485gnW 안에선 울고, 밖에선 웃고… K푸드 '희비' https://alie.kr/3NLIYCT 2. 화장품 코스맥스 2Q 사상 최대 실적…한국이 끌고 미국 첫 흑자 https://alie.kr/9iIZj95 [단독]중복상장 우회 ‘꼼수’…자회사 IPO 후

11 Aug 2026, 11:41 UTC≈2,190 viewsread 12 August 2026

⚡️펌텍코리아 2Q26P Re 매출액 1,168억원 (YoY 10.8%) 영업익 217억원 (YoY 11.4%) 순이익 182억원 (YoY 112.4%) 컨센 대비 매출액 4.9% 영업익 10.9% 작년 관세 오버슈팅 영향에도, 예상보다 좋았던 수주로 약 11% 성장 기록 원재료 가격 상승 이슈 존재했으나, 일부 판가 인상 반영 및 수출 호조에 따른 탑라인 성장/레버리지 효과로 마진 개선 ① 펌프사업부 매출 881억원(YoY +11.5%) 영업이익 154억원(YoY +6%) OPM 17.5%(YoY -1.0%p) 고객믹스: 인디브랜드 강세 지속: 비중 25년 60%→현재 67% 절대금액 기준 전 구간 YoY 성장 (빅2 +16%, 인디 +13%, 해외 +5%) 제품믹스: 연초부터 이어진 쏠림현상 지속. 스틱 25%,

11 Aug 2026, 11:08 UTC≈12,800 viewsread 12 August 2026

전일 코스메카에 이어 코스맥스도 내용이 상당히 좋았습니다. 1) 우려 요인이었던 겔마스크팩 수율이 2분기부터 개선 중이며, 2) 한국법인 3분기 매출 YoY 35~40% 성장( QoQ 성장 가능), 3) 중국/동남아 시장대비 아웃퍼폼, 4) 미국 흑자 전환 그냥 전 법인이 다 좋았네요. 맥스도 3분기 한국 법인 수주 흐름이 QoQ 유지~증가 흐름......!!! 3분기에 ODM 업체들 모두가 QoQ 증가를 언급하는 건 올해가 ★이례적★일 정도로 업황 호황입니다. 이 정도 업황이면 ODM사 밸류 리레이팅이 정당화되는 시점입니다. ⚡️코스맥스 2Q26P Re 매출액 7,949억원 (YoY 27.5%) 영업익 737억원 (YoY 21.3%) 순이익 487억원 (YoY 132.6%) 컨센 대비 매출액 7.4% 영업익 6.0% 한국 매출

Showing the 12 most recent of 44 posts we hold for @kyobofnbcosmetic. 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 1 registered channel — 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 14 September 2026 — this entry's latest reading, not the date you are reading this.

“교보 음식료/화장품 권우정” (@kyobofnbcosmetic), 5,815 subscribers as measured 14 September 2026. Telegram Register, tgregister.com/channel/kyobofnbcosmetic.

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.