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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

27,386subscribers

+1,320 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 2017 — measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live18 September 2026
Measurements held35
Confirmed unchanged1 time, most recently 18 September 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 (8–0)
@meritztelco5 (5/5 hand-verifiable sample passed)1.00under a minutethis entry (5–0)

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

26,06627,38626,7266 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 subscribers13 August 2026 — 26,884 subscribers15 August 2026 — 26,909 subscribers16 August 2026 — 26,933 subscribers17 August 2026 — 26,954 subscribers18 August 2026 — 26,976 subscribers19 August 2026 — 26,993 subscribers20 August 2026 — 26,994 subscribers21 August 2026 — 27,014 subscribers23 August 2026 — 27,082 subscribers24 August 2026 — 27,128 subscribers25 August 2026 — 27,160 subscribers26 August 2026 — 27,161 subscribers28 August 2026 — 27,176 subscribers29 August 2026 — 27,181 subscribers29 August 2026 — 27,177 subscribers30 August 2026 — 27,178 subscribers31 August 2026 — 27,202 subscribers1 September 2026 — 27,209 subscribers3 September 2026 — 27,235 subscribers4 September 2026 — 27,238 subscribers7 September 2026 — 27,249 subscribers10 September 2026 — 27,253 subscribers12 September 2026 — 27,305 subscribers14 September 2026 — 27,308 subscribers16 September 2026 — 27,347 subscribers18 September 2026 — 27,386 subscribers6 August 202618 September 2026
35 measurements spanning 43 days, net +1,320. 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 25,868–27,584 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 35
Measured (UTC)SubscribersChange
18 Sept 2026, 06:1927,386+39
16 Sept 2026, 00:0127,347+39
14 Sept 2026, 06:2227,308+3
12 Sept 2026, 16:5927,305+52
10 Sept 2026, 19:0127,253+4
7 Sept 2026, 16:3727,249+11
4 Sept 2026, 17:1727,238+3
3 Sept 2026, 00:3527,235+26
1 Sept 2026, 19:5327,209+7
31 Aug 2026, 21:2727,202+24
30 Aug 2026, 22:4727,178+1
29 Aug 2026, 23:2627,177-4
29 Aug 2026, 02:1527,181+5
28 Aug 2026, 00:5427,176+15
26 Aug 2026, 22:0727,161+1
25 Aug 2026, 19:5127,160+32
24 Aug 2026, 21:5327,128+46
23 Aug 2026, 05:2327,082+68
21 Aug 2026, 20:0527,014+20
20 Aug 2026, 16:3826,994first reading

Engagement

221 posts held, back to 5 August 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 67 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
6.93%
avg views ÷ 27,386 subscribers
Avg views / post
1,900
63 posts measured
Reaction rate
—
this channel exposes no reaction counts
Posts in window
63
of 221 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 22 September 2026
Posts held221 (5 August 2026 – 22 September 2026)
Views total119,630
Reactions total—
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken27 Sept 2026, 20:27 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
≈7,210
Videos
≈3
Links
≈33,900

Lifetime counters from Telegram’s own channel header, read 27 September 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

22 Sept 2026, 22:51 UTC≈3,400 viewsread 27 September 2026

📮[메리츠증권 전기전자/IT부품 양승수] 삼성전기(009150): CPU의 아래에는 ABF, 옆에는 MLCC ▶ 3Q26 Preview: 환율을 이기는 업황 - 3Q26 실적은 매출액 3.82조원(+32.2% YoY), 영업이익 6,571억원(+152.4% YoY, OPM 17.2%)으로, 영업이익 기준 시장 컨센서스(6,010억원)를 9.3% 상회할 전망 - 유통채널 가격 인상 효과와 AI 중심 고부가 제품 중심의 믹스 개선이 맞물리며, 컴포넌트 사업부 영업이익률이 1Q22 이후 18개 분기 만에 20%를 상회할 것으로 예상 - ABF 역시 높은 가동률이 유지되는 가운데 북미 CSP A사향 ASIC, 북미 NV사향 스위치 및 LPU, 북미 CPU 고객사의 6세대 서버용 CPU향 대면적 ABF 기판 공급 확대가 맞물리며 영업이익률 3…

22 Sept 2026, 22:50 UTC≈1,350 viewsread 27 September 2026

📮[메리츠증권 전기전자/IT부품 양승수] ▶ 9월 글로벌 수동부품 동향: 길어지는 납기, 강해지는 가격 협상력 - 9월 세라믹 커패시터/MLCC 시장은 8월 대비 공급부족 기조가 지속되는 가운데, 일부 업체를 중심으로 리드타임이 추가 확대 - 가격 역시 전반적인 상승 흐름을 유지하며 공급업체의 가격 협상력 회복이 지속되고 있음을 시사 - 특히 MLCC 가격 상승 사이클을 주도하고 있는 삼성전기와 Yageo는 각각 30주 이상, 30~52주의 장기 리드타임과 가격 상승 기조를 유지 - 공급부족이 일시적인 현상에 그치지 않고 실제 가격 협상력 개선으로 이어지고 있음을 확인 - TDK, Quantic, Murata, Walsin 등 일부 업체에서 리드타임의 추가 장기화 확인 - 특히 TDK는 8월 24~26주였던 리드타임이 9월 최대 …

22 Sept 2026, 22:37 UTC≈1,690 viewsread 27 September 2026

📮[메리츠증권 전기전자/IT부품 양승수] 피엠티(147760) 탐방노트: 지옥에서 돌아오다 ▶ 기업개요: 3D로 시작해 2D로 안착중인 프로브카드 전문기업 - 피엠티는 반도체 웨이퍼 테스트에 사용되는 MEMS 프로브카드 전문기업으로, 2004년 설립돼 2016년 코스닥 시장에 상장 - 2006년 MEMS 기술을 기반으로 한 3D MEMS 프로브카드를 상용화한 이후 삼성전자를 중심으로 NAND용 프로브카드를 공급하며 성장했고, ‘21년 매출 605억원의 최대 실적을 기록 - 다만 당시 매출의 60% 이상을 차지하던 삼성전자 NAND향 3D MEMS 프로브카드에서 품질 이슈가 발생하며 수주가 중단되고 실적이 급감 - 이후 고객사의 2D 방식 전환 요구에 따라 개발을 진행해 ‘23년 공급을 재개했으나, 초기 수율 및 품질 안정화에 실패하…

21 Sept 2026, 23:01 UTC≈1,780 viewsread 27 September 2026

📮[메리츠증권 전기전자/IT부품 양승수] 이수페타시스(007660): 우려를 넘어서는 성장 ▶ 3Q26 Preview: 기대 이상의 흐름 - 3Q26 연결 매출액과 영업이익 추정치를 각각 4,349억원(+46.9% YoY), 965억원(+65.2% YoY)으로 기존 추정치 대비 2.7%, 5.5% 상향 조정 - 매출은 견조한 AI향 수요가 지속되는 가운데 5공장 증설 효과가 본격 반영되며 안정적인 우상향 흐름이 예상 - 또한 7월부터 주요 고객사향 원재료 가격 상승분에 대한 판가 전가를 시행하고 있으며, 당초 예상보다 원활한 가격 전가가 이뤄지고 있는 것으로 파악 - 여기에 스위치·가속기 등 다양한 제품군에서 고객사별 커스터마이징 요구가 확대되고, 고속 신호 품질과 전력 전달 효율에 대한 요구 수준이 높아지면서 기존 제품 대비 AS…

21 Sept 2026, 22:57 UTC≈1,510 viewsread 27 September 2026

📮[메리츠증권 반도체/디스플레이 김선우] [Witsview 9월 하반월 LCD 패널가 발표] TV 패널: 상반월에 이어 모든 사이즈, 전제품군에서 보합세 지속 100인치 보합, 85인치 보합, 75인치 보합, 65인치 보합, 55인치 보합, 50인치 보합, 43인치 보합, 32인치 보합 (전월 대비) IT 패널: 모니터 및 노트북 판가는 7월부터 전 제품군에서 보합세 이어가는 중 (자료: Witsview) *동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권투자결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.

21 Sept 2026, 22:47 UTC≈1,430 viewsread 27 September 2026

📮[MERITZ Strategy Daily 전략공감2.0] 2026.9.22(화) [채권전략 윤여삼] Strategy Idea: Hard landing? 왜 금리가 문제인가! - 결국 시작된 연준의 금리인상, 우리는 금융완화 제거되지 않으면 4.50%까지 갈 수 있다 우려 - 미국 부채의 두 축, 1)AI 투자관련 막대한 부채 동원, 2)사상 최대규모*고금리 장기화 스트레스 본질은 미국 정부부채. AI 속도조절 & 미국 재정건전화 공히 가능할 수 있을지 의문 - 역사적 채권시장 약세로 인한 부담 누증과 향후 추가 연준의 긴축에 대한 민감도 고민. 외형적인 미국 펀더멘탈의 양호함을 기반 현 금리수준이 미칠 위험선호 부담 점검해 나가야 할 것 (자료) https://tinyurl.com/v9vxw3yy [경제분석 RA 박민서] 오늘의 …

21 Sept 2026, 22:46 UTC≈1,500 viewsread 27 September 2026

📮[메리츠증권 유틸리티/건설 문경원] ▶[Company Brief] 포스코인터내셔널(047050) 투자하고, 벌고, 환원하고 2026.9.22(화) (Report 링크) https://tinyurl.com/bd52fptb - 동사는 Chord Energy 자회사가 보유한 미국 Marcellus 비운영 셰일가스 자산을 5.5억달러(약 7,500억원)에 인수하기로 결정 - 예상 생산량은 124 MMcf/d, LNG 환산 약 연간 100만 톤으로, 지분 귀속 기준 미얀마 가스전의 약 50%에 해당하는 대형 자산 - 2026년 11월 딜이 완료될 예정이며, 2028년 이후 연간 영업이익 약 1,000억원을 제시 - 유지 CAPEX와 감가상각비가 비슷한 수준이라고 가정했을 때, 세후 ROIC는 약 10% 로 추정되며 이는 WACC 7.3%…

21 Sept 2026, 08:05 UTC≈1,760 viewsread 27 September 2026

📮 [메리츠증권 음식료/유통 김정욱] Loplat 기준 유통 주요 기업별/채널별 방문자 트래픽 전년비 성장률 2026.9.21(월) 보고서링크: https://tinyurl.com/ysxvud89 * 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

21 Sept 2026, 08:05 UTC≈1,730 viewsread 27 September 2026

📮 [메리츠증권 음식료/유통 김정욱] Weekly & Monthly Index Tracker: 백화점 매출 동향 대시보드 2026.9.21(월) - 8월 31일~9월 6일 주차 백화점 주간 인덱스 +9.4% - 8월 백화점 기존점 매출 성장률 예상 +18.0% 참고: 9월 14일~20일 주차 백화점 방문객 트래픽(Loplat) 성장률 +4.1% YoY 보고서링크: https://tinyurl.com/jk7dnj5j * 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

21 Sept 2026, 05:27 UTC≈1,510 viewsread 27 September 2026

📮[메리츠증권 전기전자/IT부품 양승수] ▶ 2026년 9월 전기전자 수출입통계 잠정치 발표 (~9.20) (MoM 증감률은 1~20일 기준) 1) 스마트폰 - 수출 금액: 4억 1,911.7만 달러 (+48.8% YoY, +50.1% MoM) - 수출 단가: 2,165.0달러/kg (+40.9% YoY, +1.7% MoM) 2) 카메라모듈 - 수출 금액: 7억 9,026.8만 달러 (+31.3% YoY, +32.1% MoM) - 수출 단가: 4,254.0달러/kg (+8.8% YoY, +13.5% MoM) 3) MLCC - 수출 금액: 1억 1,400.7만 달러 (+29.4% YoY, +26.2% MoM) - 수출 단가: 249.0달러/kg (+9.1% YoY, +3.0% MoM) 4) PI필름 - 수출 금액: 185.6만…

Showing the 12 most recent of 221 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.

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.

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

“메리츠증권 리서치” (@meritz_research), 27,386 subscribers as measured 18 September 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.