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Channel

메리츠증권 리서치

@meritz_research

On this record: Topic · Observations · Also posting the same content · Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry

26,858subscribers

+792 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-1001080918683
TypeChannel
Username@meritz_research
Description공표된 리서치 내용을 공유하는 채널입니다
Created8 March 2017measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live12 August 2026
Measurements held9
Confirmed unchanged1 time, most recently 12 August 2026
On Telegramt.me/meritz_research

Topic

Other / unclassifiable — 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 67% 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.

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 word for word on 2 other registered channels. 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
@meritz_research/44313 · this entry5 Aug 2026, 08:40 UTC@meritz_fnb/44975 Aug 2026, 08:40 UTC1.00under a minute
@meritz_research/44315 · this entry5 Aug 2026, 09:22 UTC@meritz_fnb/44985 Aug 2026, 09:22 UTC1.00under a minute
@meritz_research/44329 · this entry6 Aug 2026, 08:58 UTC@meritz_fnb/45006 Aug 2026, 08:58 UTC1.00under a minute
@meritz_research/44331 · this entry6 Aug 2026, 10:00 UTC@meritz_fnb/45016 Aug 2026, 10:00 UTC1.00under a minute
@meritz_research/44332 · this entry6 Aug 2026, 10:18 UTC@meritz_fnb/45026 Aug 2026, 10:18 UTC1.00under a minute
@meritz_research/44346 · this entry7 Aug 2026, 04:58 UTC@meritz_fnb/45047 Aug 2026, 04:58 UTC1.00under a minute
Every channel this entry shares post bodies with
ChannelMatching postsText overlapTypical gapPublished first
@meritz_fnb8 (8/8 hand-verifiable sample passed)1.00under a minutethis entry (80)
@meritztelco5 (5/5 hand-verifiable sample passed)1.00under a minutethis entry (50)

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. None of the 0 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.

“Published first” means first in this corpus. We hold 32 comparable posts for this entry, running 5 August 2026 to 7 August 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).

Across the whole group of 3, the earliest publisher we hold is @meritz_research — which is this entry. That is a statement about our reading window, not a claim of authorship.

Recorded under the key clone_source, last confirmed 7 August 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.

Also posting the same content

This channel’s posts match, word for word or near enough, posts on 2 other registered channels, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.

Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word 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

26,06626,85826,4626 August 2026 — 26,066 subscribers6 August 2026 — 26,066 subscribers6 August 2026 — 26,152 subscribers7 August 2026 — 26,415 subscribers8 August 2026 — 26,620 subscribers9 August 2026 — 26,748 subscribers10 August 2026 — 26,780 subscribers11 August 2026 — 26,813 subscribers12 August 2026 — 26,858 subscribers6 August 202612 August 2026
9 measurements spanning 6 days, net +792. 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 25,947–26,977 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
12 Aug 2026, 13:5526,858+45
11 Aug 2026, 12:3326,813+33
10 Aug 2026, 14:2626,780+32
9 Aug 2026, 16:3626,748+128
8 Aug 2026, 16:5726,620+205
7 Aug 2026, 14:4226,415+263
6 Aug 2026, 16:5026,152+86
6 Aug 2026, 10:0126,066no change
6 Aug 2026, 09:5526,066first reading

Engagement

78 posts held, back to 5 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 18 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
6.09%
avg views ÷ 26,858 subscribers
Avg views / post
1,640
78 posts measured
Reaction rate
this channel exposes no reaction counts
Posts in window
78
of 78 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 August 2026
Posts held78 (5 August 202613 August 2026)
Views total127,616
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken13 Aug 2026, 11:11 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
7,130
Videos
3
Links
33,800

Lifetime counters from Telegram’s own channel header, read 13 August 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

13 Aug 2026, 07:27 UTC954 viewsread 13 August 2026

📮 [메리츠증권 음식료/유통 김정욱] 이마트(139480) 2Q26 Review 보고서링크: https://han.gl/nBjll 2Q26 실적은 연결 순매출액 6조 9,150억원(-1.8% YoY), 영업이익 -430억원(-646억원 YoY)으로 적자 전환, 컨센서스 460억원 대폭 하회. 오프라인 본업은 양호한 흐름을 이어갔으나 5월 스타벅스 마케팅 이슈에 따른 매출 감소와 신세계건설의 미분양 지속에 따른 매출채권 손상 반영이 적자 전환의 주 요인 별도 기준 총매출 +3.5%, 영업이익 +64.1%. 할인점은 기존점 +3.8% 성장과 통합매입 효과로 GPM 0.7%p 개선. 트레이더스, 에브리데이 기존점 각각 +4.7%, +10.6% 성장. 7월 할인점 +8.6%, 트레이더스 +8.5%, 에브리데이 +12.5%로 추가 가속된 점을

13 Aug 2026, 04:52 UTC≈1,360 viewsread 13 August 2026

📮 [메리츠증권 음식료/유통 김정욱] 동원산업(006040) 2Q26 Review 보고서링크: https://han.gl/DVCQt 2Q26 연결 기준 매출액 2조 5,720억원(+9.0% YoY), 영업이익 1,515억원(+13.4% YoY), 컨센서스 1,636억원 대비 7.4% 하회. 고환율에 따른 원가 부담과 내수 침체 지속에도 주요 사업부문별 수익성 중심의 영업 활동 강화로 이익률 소폭 개선 별도기준 지주 부문 계열회사 배당 수익 인식 시점 차이로 영업이익이 크게 증가했으나 제외 시 매출 +15%, 영업이익 +7%. 동원F&B는 조미유통 전 부문 고성장으로 매출이 +8.6% 증가한 반면 홈플러스 납품 중단, 원재료 원가 상승으로 영업이익은 +2.2% 증가. 스타키스트는 채널별 맞춤 판매 전략에 따라 매출이 +12.7% 성장했으

13 Aug 2026, 04:51 UTC≈1,210 viewsread 13 August 2026

📮 [메리츠증권 음식료/유통 김정욱] 미국 작황 보고서 Weekly Data 2026.8.13(목) 옥수수 G+E: 61%(0%p WoW, -11%p YoY) 대두 G+E: 62%(-1%p WoW, -6%p YoY) 봄밀 G+E: 51%(-4%p WoW, +2%p YoY) 링크: https://han.gl/YkKdd * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. * 메리츠 음식료유통 채널 링크 https://t.me/meritz_fnb

13 Aug 2026, 04:39 UTC≈1,410 viewsread 13 August 2026

📮[메리츠증권 전기전자/IT부품 양승수] ▶ 사피엔반도체 2Q26 실적발표 Q&A 정리 [사피엔반도체 핵심질문 3선] Q. 동사 기술이 Silicon Photonics에 어떻게 적용되는지? 관련 레퍼런스가 있는지? A. 광통신 신호를 구동하는 driver/transceiver IC와 신호를 받아주는 PD IC를 개발해 공급하는 구조. 이후 부품을 공급받은 모듈 업체가 모듈을 제작하고, 최종적으로 광엔진을 만드는 시스템 업체가 서버 업체에 공급하는 비즈니스 모델 당사는 Silicon level, driver level의 칩을 개발·공급하는 기존 사업모델을 Silicon Photonics에서도 이어갈 계획 현재 시장 표준이 명확하게 정의되지 않은 단계로, NVIDIA 중심의 시스템 업체 협의체와 NVIDIA 외 일반 서버 업체 중심의

12 Aug 2026, 23:55 UTC≈1,600 viewsread 13 August 2026

📮[메리츠증권 엔터/레저 김민영] ▶ JYP Ent.(035900) [Buy, TP 65,000원] 단기 수익성 둔화, 하반기 회복에 주목 2026.8.13(목) - 2Q26 연결 매출액은 1,831억원(-15.1% YoY, -1.5% QoQ), 영업이익은 310억원(-41.4% YoY, -7.1% QoQ)으로 컨센서스 하회 - 수익성 둔화는 구조적 비용 증가보다는 2분기 대규모 온라인 MD 부재에 따른 레버리지 축소와 팬클럽 키트 관련 일회성 비용의 영향 - 하반기에는 Stray Kids를 중심으로 실적 모멘텀이 회복될 전망이다. 8월 컴백을 시작으로 월드투어가 진행(9개 도시, 18회)되고 있으며, 향후 2027년 북미·유럽 등 서구권 일정이 추가될 예정 - 특히 하반기에는 Stray Kids 팬미팅 온라인 MD, SKZOO 온라

12 Aug 2026, 23:02 UTC≈1,560 viewsread 13 August 2026

📮[메리츠증권 유틸리티/건설 문경원] ▶한국전력 (015760) 2Q26 Review: 예상보다 컸던 연료비 상승 폭 2026.8.13(목) (Report 링크) https://tinyurl.com/5ykkwkh9 - 2Q26 연결 영업이익은 1.1조원을 기록하며 컨센서스(2.0조원)를 크게 하회 - 1)3월 초 이후 급등한 석탄 가격이 예상보다 이른 시점에 원가에 반영, 석탄 연료비가 당사 예상 대비 4,000억원 증가. 2)RPS 정산 비용이 당사 예상 대비 4,000억원 증가. 3)원전 OH 증가에 따른 수선유지비용 증가, 판매 믹스 악화 영향 - 8월 SMP는 150원/kWh 내외 기록 중, 9월 SMP 추가 상승 가능성 주목. 2026년 영업이익 컨센서스 하락은 불가피 - ‘3대 메가 프로젝트’ 등 내수 전력 수요 상승이

12 Aug 2026, 23:00 UTC≈1,120 viewsread 13 August 2026

📮 [메리츠증권 금융 조아해] 한화생명 - Valuation 매력도가 돋보일 시기 ▶ 2Q26 당기순이익 2,624억원 (+354.6% YoY): 컨센 +68% (별도) - 계리적 가이드라인 영향에도 불구, CSM잔액은 안정적인 수준, 보험/투자손익 모두 양호한 수준을 기록 - [CSM Movement] CSM 8.9조원 (+0.1% QoQ) - CSM조정: 계리적 가정 가이드라인 영향 (-2,700억원)으로 확대, 경상 수준은 안정적 (25회차 계약유지율 78% vs. 1Q26 77%, 4Q25 72%) - 신계약 CSM +12.8% QoQ: 중장기납 종신보험 판매 확대에 따른 배수 개선 (12.3배; +2.1배 QoQ vs. 2025년 연간 7.5배) - [보험손익] +210.5% YoY - 예실차는 개선되는 흐름세 지

12 Aug 2026, 22:51 UTC≈1,120 viewsread 13 August 2026

📮 [MERITZ Strategy Daily 전략공감2.0] 2026.8.13(목) [채권전략 윤여삼] Strategy Idea: 이제 축적만큼 비용이 중요한 AI - AI가 만든 멋진 신세계 의심 않지만, 올 하반기부터 옥석 가리기와 순환매 속 수익&비용 중요 - 이번 반도체 사이클은 공급이 아닌 수요가 만들었다는 점에서 하이퍼스케일러의 기초 체력이 중요. AI 성능 및 자본조달까지 종합적인 능력을 검증하는 단계로 진입 - Wall St./Main St. 기준 자산시장 역사적 고평가 구간. 고금리 장기화 민감도가 AI 투자에도 영향을 미친다는 점에서 연준의 긴축 우려 주식시장 부담 (자료) https://tinyurl.com/2kepbm36 [채권전략 RA 김영준] 오늘의 차트: 하이퍼스케일러 CDS 확대, 그 이면에 대한 고민

12 Aug 2026, 22:50 UTC≈1,110 viewsread 13 August 2026

📮[메리츠증권 유틸리티/건설 문경원] ▶SK오션플랜트(100090) 2Q26 Review: 하반기 실적 공백에 유의 2026.8.13(목) (Report 링크) https://tinyurl.com/mr444d9n - 2Q26 연결 영업이익은 193억원을 기록하며 컨센서스(159억원)를 상회 - 매출 하락에도 불구하고 영업이익률이 개선된 것이 주요 요인. 이는 환율 효과로 추측되며, 이를 제외할 경우 컨센서스와 비슷하거나 이를 소폭 하회하는 수준의 이익 - 하반기 역시 안마 해상풍력, 웨이란하이 등 기존 파이프라인의 수주 지연으로 매출, 이익이 모두 감소할 전망 - 2027년 이후 수주 전망은 밝음. 기후에너지환경부의 계획에 따르면 2035년까지 연간 5.5GW 규모의 해상풍력 입찰 물량 시장이 형성, 착공 지연을 감안하더라도 2~

12 Aug 2026, 22:42 UTC≈1,250 viewsread 13 August 2026

📮[메리츠증권 전기전자/IT부품 양승수] 도우인시스 (484120) 탐방노트: UTG의 시작, 그리고 여전히 선두주자 ▶ 기업개요: UTG의 시초 - 도우인시스는 2010년 설립된 폴더블 스마트폰용 UTG(Ultra Thin Glass) 전문 제조업체로, ‘19년 세계 최초로 30㎛ 두께의 폴더블 스마트폰용 UTG 개발 및 양산에 성공 - 현재 삼성전자의 북타입 폴더블 스마트폰에 UTG를 독점 공급하고 있으며, 독자적인 열화학 강화 공정과 초정밀 가공 기술을 기반으로 안정적인 대량 양산 수율을 확보한 유일한 UTG 업체로 파악 - 또한 Hybrid UTG, 슬라이더블·롤러블 등 차세대 폼팩터용 UTG 기술을 선제적으로 확보하고 있어, 폴더블 시장의 구조적 확장 과정에서 가장 높은 기술 경쟁력을 보유한 업체 중 하나로 판단 ▶ 기대되

12 Aug 2026, 10:34 UTC≈1,690 viewsread 13 August 2026

📮 [메리츠증권 금융 조아해] 미래에셋증권 - 본업은 양호했으나 ▶ 2Q26 지배주주순이익 1.90조원 (+370.1% YoY): 컨센 +26%, 당사 예상치 +5% - 성과보수 확대 등으로 비용 부문이 예상대비 확대 vs. 혁신기업 평가이익 외에도 별도 기준 WM수수료 및 운용손익이 양호 - 스페이스X 평가이익 제외 세전이익 9,044억원 (+73.8% YoY) - [위탁매매 수수료] +189.2% YoY (별도) - 해외 +86.8% YoY (수수료율 15.5bp vs. 2Q25 10.3bp), 국내 +271.7% YoY - [WM 수수료] +73.1% YoY (별도) - 랩어카운트 수익 증가가 주효 (+113.9% YoY) - [기업금융 수수료] -13.7% YoY (별도) - 부동산PF +10.3% YoY vs

12 Aug 2026, 09:58 UTC≈1,600 viewsread 13 August 2026

📮[메리츠증권 통신/우주/미디어 정지수] ▶ KT(030200) [Buy, TP 74,000원] 2Q26 Review: 일회성을 걷어내도 양호한 실적 2026.8.12(수) (Report) https://tinyurl.com/2h759tza - 2Q26 연결 매출액 6조 6,799억원(-10.1% YoY), 영업이익 6,483억원(-36.1% YoY)으로 시장 컨센서스(영업이익 5,775억원)를 상회 - KT에스테이트는 서울 지역 부동산 매각과 대전 인재개발원 분양 수익(약 400억원) 등 일회성 이익으로 이익 성장에 기여 - 2026년 연결 실적은 매출액 26조 9,657억원(-4.5% YoY), 영업이익 2조 1,414억원(-13.3% YoY) 전망 - KT클라우드는 가산DC에 이어 2027년 경기 서부권과 여의도DC 확장을 통

Showing the 12 most recent of 78 posts we hold for @meritz_research. 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 — 93,634 of 1,169,250entries 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 3 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 12 August 2026 — this entry's latest reading, not the date you are reading this.

“메리츠증권 리서치” (@meritz_research), 26,858 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/meritz_research.

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.