Telegram RegisterThe public register of Telegram

Channel

메리츠 조선/방산 배기연

@meritzbae

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

1,063subscribers

+3 since we began measuring on 7 August 2026

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

Register entry

Telegram ID-1001764546235
TypeChannel
Username@meritzbae
CreatedBetween 1 December 2021 and 31 March 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded8 August 2026
Last confirmed live11 August 2026
Measurements held3
Confirmed unchanged1 time, most recently 11 August 2026
On Telegramt.me/meritzbae

Growth

1,0601,0631,061.57 August 2026 — 1,060 subscribers8 August 2026 — 1,060 subscribers11 August 2026 — 1,063 subscribers7 August 202611 August 2026
3 measurements spanning 4 days, net +3. 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 1,060–1,063 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
11 Aug 2026, 17:361,063+3
8 Aug 2026, 00:181,060no change
7 Aug 2026, 16:591,060first 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 1 pageof Telegram’s post history, 20 posts per page.

ERR · 30 days
37.5%
avg views ÷ 1,063 subscribers
Avg views / post
399
20 posts measured
Reaction rate
this channel exposes no reaction counts
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.

What these figures were computed from
WindowRolling 30 days · latest post in window 6 August 2026
Posts held20 (29 July 20266 August 2026)
Views total7,977
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken8 Aug 2026, 00:18 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.

Recent posts

6 Aug 2026, 22:46 UTC168 viewsread 8 August 2026

📮항해일지 2026.08.07 (금) <운임> 벌크선, BDI: 3,063.0p (DoD 127.0p, Ytd 63%) 컨테이너선, SCFI: 3,206.0p (WoW 143.0p, Ytd 94%) 탱커, VLCC: 254.9WS (WoW 26.8p, Ytd 283%) LNG 운임: 79.8p (WoW -6.8p, Ytd 0%) <신조선가> 신조선가: 185.5p (WoW 0.1p, Ytd 1%) <뉴스> - 한화오션, 칠레서 함정 직접 건조하는 전략 확정…HD현대와 남미서 정면승부 (글로벌이코노믹) - 자동차·철강·조선에 'AI 옷' 입혀 성장동력 강화한다 (연합뉴스) - 한화오션 등 '슈퍼 을(乙)' 선정…소부장 공급망 910억 투입 (노컷뉴스) - 페르소나AI '차세대 휴머노이드' HD현대 투입전 초기 통합 작업…현장 데이터

5 Aug 2026, 22:36 UTC209 viewsread 8 August 2026

📮항해일지 2026.08.06 (목) <운임> 벌크선, BDI: 2,936.0p (DoD 93.0p, Ytd 56%) 컨테이너선, SCFI: 3,206.0p (WoW 143.0p, Ytd 94%) 탱커, VLCC: 254.9WS (WoW 26.8p, Ytd 283%) LNG 운임: 79.8p (WoW -6.8p, Ytd 0%) <신조선가> 신조선가: 185.5p (WoW 0.1p, Ytd 1%) <뉴스> - HD현대, 美헌팅턴 잉걸스에 ‘지능형 용접 시스템’ 전수…협력 속도 (서울경제) - HD현대중공업, 아르헨티나 잠수함 MRO 패키지 제안…페루 '시마'와 통합 구축 (더구루) - 한화, 美 뉴저지 조선 생산거점 확보 최종 무산…대체 부지 찾아 '플랜B' 가동 (더구루) - ‘新먹거리’ 찾는 한화오션, 조선 넘어 에너지로 ‘확장’

5 Aug 2026, 07:17 UTC250 viewsread 8 August 2026
Forwarded from @insidertrackingPhoto

⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️ 예멘군 성명: 사우디 유조선 '와파(وفاء)'를 홍해 북부 얀부 인근 해상에서 다수의 탄도미사일로 타격 - 2026년 8월 5일 자비롭고 자애로우신 하나님의 이름으로. 하나님께서 말씀하셨다. "억압을 당한 뒤 이에 맞서 싸운 자들에게는 어떠한 비난도 없다." 하나님의 말씀이 진실이다. 예멘군은 사우디를 상대로 한 해상 항행 금지 조치를 시행하고, '봉쇄에는 봉쇄로 대응한다'는 원칙을 확립하는 과정에서, 하나님의 은총으로 홍해 북부 얀부 인근 해상에서 사우디 유조선 '와파'를 다수의 탄도미사일로 타격했으며, 공격은 정확히 명중했다. 이번 공격으로 우리 군이 지난 7월 22일 해상 봉쇄를 시작한 이후 타격한 사우디 유조선은 모두 8척이 됐다. 또한 홍해와 아라비아해에서 항해를 차단하거나

4 Aug 2026, 22:56 UTC267 viewsread 8 August 2026

📮항해일지 2026.08.05 (수) <운임> 벌크선, BDI: 2,843.0p (DoD 111.0p, Ytd 51%) 컨테이너선, SCFI: 3,206.0p (WoW 143.0p, Ytd 94%) 탱커, VLCC: 254.9WS (WoW 26.8p, Ytd 283%) LNG 운임: 79.8p (WoW -6.8p, Ytd 0%) <신조선가> 신조선가: 185.5p (WoW 0.1p, Ytd 1%) <뉴스> - 삼성중공업, Mousterian Corp와 해상 데이터 센터 상용화 추진 (TradeWinds) - 백악관, 선박 우선 해외건조뒤 추가분 美서 생산 ‘핀란드 모델’ 제시 (동아일보) - HD현대중공업, 볼티모어 교량붕괴 사고 '부담' 덜었다...美 법원, 관할권 부재 수용 (더구루) - 인력난 심각한 美 조선업계… 韓 조선소·

4 Aug 2026, 21:45 UTC≈1,800 viewsread 8 August 2026
Photo

https://www.tradewindsnews.com/technology/samsung-heavy-takes-floating-data-centres-beyond-the-drawing-board/2-1-2024317

4 Aug 2026, 08:24 UTC254 viewsread 8 August 2026

📮[메리츠증권 조선/기계 배기연] 2026.8.4 (화) Mitsubishi Heavy Industries (7011.JP) FY 1Q26 Review: 호실적과 높은 멀티플은 한국 조선소의 저평가를 부각 ▶ 2026년 수주 가이던스 상향; 전력원 수요 증가 + 견조한 상선 수요 - 1분기(일본 회계연도 기준) 미쓰비시중공업의 매출액은 1조 1,942억엔 (YoY +15.5%, QoQ -27.5%), 영업이익 1,596억엔(YoY +65.3%, QoQ +39.1%), 영업이익률 +13.4%(YoY +4.1%p, QoQ +6.4%p) - 2026년 연간 가이던스는 유지. 매출액 5.4조엔, 영업이익 5,400억엔 - 주목할 부분은 연간 수주 가이던스를 기존 6.8조엔에서 7.0조엔으로 상향 조정 - 전력원에 대한 수요 증가와 상선에

3 Aug 2026, 22:47 UTC277 viewsread 8 August 2026

📮항해일지 2026.08.04 (화) <운임> 벌크선, BDI: 2,732.0p (DoD 59.0p, Ytd 46%) 컨테이너선, SCFI: 3,206.0p (WoW 143.0p, Ytd 94%) 탱커, VLCC: 254.9WS (WoW 26.8p, Ytd 283%) LNG 운임: 79.8p (WoW -6.8p, Ytd 0%) <신조선가> 신조선가: 185.5p (WoW 0.1p, Ytd 1%) <뉴스> - 한화, 태국 호위함 최종계약만 남았다…해군 대변인 "선정절차 완료·승인단계 진행" (더구루) - 튀르키예 Ditaş Tankers, 일주일 만에 삼성중공업에 수에즈맥스 원유운반선 2척 추가 발주 (TradeWinds) - 여한구, 美 11개 주지사 연쇄 면담…원전·조선 협력 논의 (노컷뉴스) - 철강·조선 업계, ‘하투’ 전운…

3 Aug 2026, 07:01 UTC289 viewsread 8 August 2026

(유가)한화오션 - 단일판매ㆍ공급계약체결 http://dart.fss.or.kr/api/link.jsp?rcpNo=20260803800706 2026-08-03

3 Aug 2026, 01:59 UTC299 viewsread 8 August 2026

(유가)삼성중공업 - 단일판매ㆍ공급계약체결 http://dart.fss.or.kr/api/link.jsp?rcpNo=20260803800398 2026-08-03

2 Aug 2026, 23:28 UTC304 viewsread 8 August 2026

📮항해일지 2026.08.03 (월) <운임> 벌크선, BDI: 2,673.0p (DoD 41.0p, Ytd 42%) 컨테이너선, SCFI: 3,206.0p (WoW 143.0p, Ytd 94%) 탱커, VLCC: 254.9WS (WoW 26.8p, Ytd 283%) LNG 운임: 79.8p (WoW -6.8p, Ytd 0%) <신조선가> 신조선가: 185.5p (WoW 0.1p, Ytd 1%) <뉴스> - 한화오션, 8조원 규모 'KDDX' 본계약 체결…"2032년 첫 전력화" (뉴시스) - 미국 해군 수상함 획득 수장, 한화 필리조선소 방문해 협력 방안 논의 (더구루) - 한·칠레 비즈니스 라운드테이블 개최…핵심광물·조선해양 협력 논의 (아시아투데이) - 한화오션, 울산급 배치-III 6번함 기공식 개최 (Naval News)

2 Aug 2026, 23:21 UTC245 viewsread 8 August 2026

📮[메리츠증권 조선/기계 배기연] 2026.8.3 (월) 2Q26P Review: 실적 쇼크. 3분기 회복, 4분기 개선 ▶ 2분기 영업이익 컨센서스 32.1% 하회 - 매출액은 3,622억원(YoY -6.6%, QoQ +4.9%), 영업이익은 379억원(YoY +12.2%, QoQ -26.2%), 영업이익률은 +10.5%(YoY +1.8%p, QoQ -4.4%p) - 영업이익 컨센서스를 32.1% 하회 - 1분기대비 2분기의 엔진 납품량은 큰 변화 없었으나, 고수익성인 메탄올추진 컨테이너선 엔진 납품량이 줄어들며 수익성이 일시적으로 훼손됐다고 추정 - 그외 컨설팅 및 어드바이스 관련 비용도 일회성으로 반영했을 수 있음. SEAM Topco AS 인수, 한화에어로스페이스로부터 민수선박용 ESS 사업 양수 등을 진행했기 때문 ▶

2 Aug 2026, 23:11 UTC549 viewsread 8 August 2026

📮[메리츠증권 조선/기계 배기연] 2026.8.3 (월) 조선: 위클리_8월 1주차 ▶ 투자 선호도 - 키워드: DC향 엔진 > FDC > 군함 - Top-Pick: HD현대중공업, 한화엔진, STX엔진 ▶ 1순위) AI 데이터센터향 엔진 키워드가 재부각 - HD현대중공업 실적 발표(7.29)에서, AI 데이터센터향 엔진 CAPA 증설에 대해 확언(구체적인 CAPA 증설 수치는 아직 비공개) - STX엔진은 디노티시아와 AI 데이터센터 구축사업 MOU 체결. STX엔진은 전략적투자자로 참여하며 발전기 등 전력 인프라 공급 - 미 국채 10년물 및 30년물 금리 상승, 고유가 지속, 미-이란 전쟁 이슈(8.2 기준, 트럼프 “이란 공격 취소”) 등 변동성은 지속 ▶ 2순위) FDC(부유식데이터센터), 2026년 내 수주 가

Showing the 12 most recent of 20 posts we hold for @meritzbae. 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 — 540,059 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

Republished by

Channels on the register that have forwarded this channel's posts into their own feed.

Republishes

Channels on the register whose posts this channel has forwarded.

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

“메리츠 조선/방산 배기연” (@meritzbae), 1,063 subscribers as measured 11 August 2026. Telegram Register, tgregister.com/channel/meritzbae.

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.