[(삼성/조현렬) KCC, 3Q26 review] 보고서: https://tinyurl.com/4nbpawfw ■ View, 보다 능동적인 주주가치 제고 활동 필요 12MF EBITDA 10% 하향과 투자 자산가치 하락을 감안하여 SOTP 밸류에이션상 목표주가 17% 하향(65만원→54만원). 최근 반도체 업황 고점 논란으로 투자 자산 가치는 2Q26 말 8.7조원에서 현재 5.8조원(11/4일 종가 기준)까지 급락. 투자 자산 가치 하락으로 능동적인 주주가치 제고 활동 부재에 대한 투자자 실망감 확대 가능. 단기 실적 또한 4Q26까지 부진하겠으나, 보유 자산 가치 및 이익 창출력 대비 매력적인 밸류에이션(2027년 P/B 0.33배) 을 감안해 BUY 투자의견 유지. ■ 3Q26 review, 컨센서스 하회 3Q OP는 852…
Channel
[삼성/조현렬] 정유/화학 Newsfeed
@samsungchem
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Telegram's recommendations · Cite this entry
7,224subscribers
+486 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001190510354 |
|---|---|
| Type | Channel |
| Username | @samsungchem |
| Description | 안녕하세요, 삼성증권 조현렬입니다. 정유/화학/2차전지 관련 의견을 컴플라이언스 규정에 기반하여 전달드리고 있습니다. |
| Created | 27 September 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 3 November 2026 |
| Measurements held | 25 |
| Confirmed unchanged | 1 time, most recently 3 November 2026 |
| On Telegram | t.me/samsungchem |
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 96% 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 the other topics.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 3 Nov 2026, 21:56 | 7,224 | +1 |
| 1 Nov 2026, 04:49 | 7,223 | +7 |
| 29 Oct 2026, 06:19 | 7,216 | +12 |
| 26 Oct 2026, 12:05 | 7,204 | +5 |
| 23 Oct 2026, 03:26 | 7,199 | +2 |
| 20 Oct 2026, 12:50 | 7,197 | +2 |
| 17 Oct 2026, 03:27 | 7,195 | +7 |
| 14 Oct 2026, 07:00 | 7,188 | +7 |
| 10 Oct 2026, 17:57 | 7,181 | +11 |
| 5 Oct 2026, 01:02 | 7,170 | +25 |
| 26 Sept 2026, 12:21 | 7,145 | +97 |
| 15 Sept 2026, 11:00 | 7,048 | +65 |
| 11 Sept 2026, 18:42 | 6,983 | +60 |
| 7 Sept 2026, 11:17 | 6,923 | -2 |
| 2 Sept 2026, 23:37 | 6,925 | +24 |
| 30 Aug 2026, 23:44 | 6,901 | +2 |
| 27 Aug 2026, 15:55 | 6,899 | +23 |
| 25 Aug 2026, 01:17 | 6,876 | +110 |
| 21 Aug 2026, 12:16 | 6,766 | +1 |
| 18 Aug 2026, 08:12 | 6,765 | first reading |
Engagement
98 posts held, back to 2 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 18 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 8.56%
- avg views ÷ 7,224 subscribers
- Avg views / post
- 619
- 36 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 36
- of 98 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.
| Window | Rolling 30 days · latest post in window 5 November 2026 |
|---|---|
| Posts held | 98 (2 August 2026 – 5 November 2026) |
| Views total | 22,274 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Nov 2026, 01:58 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
- ≈5,390
- Links
- ≈4,090
Lifetime counters from Telegram’s own channel header, read 6 November 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
Telegram’s own ‘edited’ marker: 9 of 36 posts held from the last 30 days (25.0%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
[(삼성/조현렬) 엘앤에프, 3Q26 review] 보고서: https://tinyurl.com/5n86c2vk ■ View, 흔들리는 장에서 편안한 밸류에이션 12MF EBITDA 21% 하향과 국내 양극재 업체 주가 상승에 따른 Peer multiple 상향 반영해 목표주가 4% 하향 (13.0만원→12.5만원). 한국 양극재 산업의 TAM이 하이니켈에서 LFP 양극재로 빠르게 전환되는 과정에서 선도적인 시장 공략에 성공. 국내 셀3사와 올해 모두 장기 공급계약을 체결. 국내 경쟁업체 대비 59% 낮은 밸류에이션도 주가 하방여력을 제한하는 요인 (Bloomberg 컨센서스 기준 2027년 EV/EBITDA 동사 17.3배 vs 국내 경쟁사 평균 42.1배). BUY 투자의견 유지. ■ 3Q26 review, 컨센서스 하회 3Q…
[(삼성/조현렬) 11/5일 Daily 정유] [원유] 두바이 원유: 92.9달러(-8%DoD) WTI 원유: 90.5달러(+2.7%DoD) 브렌트 원유: 96.3달러(-0.1%DoD) [정유제품] 가솔린: 104.7달러(-6.7%DoD) 등유: 153.5달러(-6.3%DoD) 디젤: 152.5달러(-6.5%DoD) 벙커-C: 100.7달러(-9.5%DoD) 나프타: 96.4달러(-9%DoD) [Spot 스프레드] 가솔린: 11.8달러(+0.5달러DoD) 등유: 60.7달러(-2.3달러DoD) 디젤: 59.7달러(-2.5달러DoD) 벙커-C: 7.9달러(-2.5달러DoD) 나프타: 3.6달러(-1.5달러DoD) [1M래깅 스프레드] 가솔린: -1달러(-3.5달러DoD) 등유: 47.8달러(-6.3달러DoD) …
[(삼성/조현렬) 11/5일 Daily 화학] - 나프타 하락 하에 제품 가격 약세. 주요 상승제품은 없음. 주요 하락제품은 카프로락탐(-7.3%), 벤젠(-5.4%), 자일렌(-5.4%), PX(-5.0%). [원자재] 두바이 원유: 93.7달러(-4.4%DoD) 나프타: 896달러(-8.3%DoD) [올레핀] 에틸렌: 1,240달러(Flat DoD) HDPE: 1,190달러(+0.8%DoD) LDPE: 1,360달러(-2.5%DoD) LLDPE: 1,180달러(-2.1%DoD) MEG: 660달러(-4.3%DoD) 프로필렌: 1,370달러(Flat DoD) PP: 1,360달러(-0.7%DoD) 부타디엔: 1,830달러(-0.5%DoD) [아로마틱] 벤젠: 1,030달러(-5.4%DoD) SM: 1,310달러(…
[(삼성/조현렬) 주간 태양광 시황 (10/29-11/4)] 가격: <https://goo.gl/nbgWah> ■ 총평: 다운스트림 수요 부진 및 재고 부담에 따른 가격 하방 압력으로 약보합세. ■ 폴리실리콘 (4.970달러/kg): WoW 하락(-1.0%). 다운스트림 업체들의 재고 소진 및 신규 구매 수요 부진으로 하락. ■ 웨이퍼 (0.085달러): WoW Flat(+0.0%). 멀티 웨이퍼는 보합. 모노 웨이퍼는 다운스트림 구매 부진에도 중국 내 연말 지상형 태양광 프로젝트향 210N 수요가 가격을 지지하며 보합(+0.0%WoW). ■ 셀 (0.037달러/Watt): WoW Flat(+0.0%). 멀티 셀은 보합. 모노 셀은 183N 공급 증가 및 해외 수요 둔화에도 중국 연말 프로젝트향 210N 수요 강세로 보합(+0.0%W…
[(삼성/조현렬) 엘앤에프 3Q 컨콜 Q&A] 안녕하세요, 조현렬입니다. 금일 진행된 엘앤에프 컨퍼런스콜 주요 질의사항을 정리했습니다. 주요 내용으로는 46파이 양극재 공급 확대, N95 공급 이원화 가능성, LFP 수주 및 증설 계획, 재고자산평가손실 전망 등이 있었습니다. (Q&A) Q. 내년 46파이 물량 증가 요인과 전체 물량 내 비중? : 2027년 46파이 물량은 큰 폭으로 성장 전망. 기존 북미향 46파이 프로젝트의 공급 확대 및 신규 프로젝트 공급 본격화에 기인. : 기존 프로젝트는 지난해 말 공급 개시 후 올해 안정적 공급 궤도 안착. 신규 프로젝트 역시 2027년부터 본격적으로 공급될 예정. : ‘27년 46파이 출하량 비중은 전체 NCM 출하량의 40%까지 확대될 것. Q. 2027년 N95 제품 단독 공급 지…
[(삼성/조현렬) LG화학, 3Q26 review] 보고서: https://tinyurl.com/3vepb6k8 ■ View, 2027년 첨단소재 회복과 자회사 지분가치 할인율 축소가 긍정적 기초소재 Peer multiple 하향 및 LG에너지솔루션 지분 2.8% 매각 효과 등을 반영하여 목표주가를 5% 하향(38→36만원). 기초소재 적자 전환이 아쉽지만, 2027년 첨단소재 OP는 +494%YoY (559억원→3,324억원) 급증 전망. 자회사 지분 매각 추가 진행으로 순자산가치(NAV) 할인율 축소도 기대. BUY 투자의견 유지. ■ 3Q26 review, 컨센서스 상회 3Q OP는 5,612억원 (-6%QoQ)으로 컨센서스(4,549억원, FnGuide) 23% 상회. 이는 배터리 자회사 실적 서프라이즈에 기인. 기초소재 …
[(삼성/조현렬) LG화학 3Q 컨콜 Q&A] 안녕하세요, 조현렬입니다. 금일 진행된 LG화학 컨퍼런스콜 주요 질의사항을 정리했습니다. 주요 내용으로는 LG엔솔 지분 매각 활용 방안, 석유화학 및 양극재 사업 가이던스, 치료제 라이선스 계약 변경 배경 등이 있었습니다. (Q&A) (공통) Q. LG엔솔 지분 매각 배경 및 대금 활용 방안? : 동사의 현금 창출능력이 악화되어 있는 가운데, 1) 재무건전성 강화, 2) 미래 성장을 위한 투자 재원, 3) 주주 환원으로 활용하려는 목적. : 현재 주가가 내재가치 대비 상당히 저평가되어 있다고 판단. 최소한의 배당을 제외한 재원은 자사주 취득이 주주가치 제고에 더 효과적이라고 판단. (석유화학) Q. 3Q 석유화학 부문 적자 전환 배경과 4Q 가이던스? : (3Q) 3분기 실적은 물량 증가…
File, posted without a caption
Photo, posted without a caption
[(삼성/조현렬) 롯데에너지머티리얼즈 3Q 컨콜 Q&A] 안녕하세요, 조현렬입니다. 금일 진행된 롯데에너지머티리얼즈 컨퍼런스콜 주요 질의사항을 정리했습니다. 주요 내용으로는 전사 흑자전환 시점, 전지박 가공비 인상 여부, 동박 수익성 차이, 말레이시아 가동 초기 비용 등이 있었습니다. (Q&A) Q. 분기, 연간 기준 흑자 전환 시점은? : 말레이시아 법인은 이르면 내년 1분기 늦어도 2분기에 흑자 전환 가능할 것. 전사 연결 기준으로는 내년 2분기 정도 흑자 전환 전망. : 익산은 회로박 중심, 말레이시아 법인은 전지박 중심으로 생산 거점 재편을 진행 중. 회로박은 수요 증가에 따라 공급 부족 현상이 지속. 익산 공장의 전지박 라인을 회로박으로 전환하고 있고, 캐파 증설까지 고려 중. : 고부가 회로박 HVLP 제품은 양산 안정화 단…
[(삼성/조현렬) 11/4일 Daily 정유] [원유] 두바이 원유: 100.9달러(-1.2%DoD) WTI 원유: 88.1달러(-8.3%DoD) 브렌트 원유: 96.4달러(-8.4%DoD) [정유제품] 가솔린: 112.2달러(-2.9%DoD) 등유: 163.9달러(-0.4%DoD) 디젤: 163.1달러(-0.6%DoD) 벙커-C: 111.3달러(-6.9%DoD) 나프타: 106달러(-3.1%DoD) [Spot 스프레드] 가솔린: 11.3달러(-2.1달러DoD) 등유: 63달러(+0.6달러DoD) 디젤: 62.2달러(+0.3달러DoD) 벙커-C: 10.4달러(-7달러DoD) 나프타: 5.1달러(-2.2달러DoD) [1M래깅 스프레드] 가솔린: 2.5달러(-4.3달러DoD) 등유: 54.2달러(-1.5달러DoD…
Showing the 12 most recent of 98 posts we hold for @samsungchem. 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.
Posts edited after publishing
@samsungchem edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
- First edit seen
- 5 November 2026
- Most recent edit
- 5 November 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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 2 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.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@SmallCap · 23,017
Telegram ranks this channel #19 of 96 here — alongside 95 others — read 19 September 2026
@merITz_tech · 24,689
Telegram ranks this channel #69 of 92 here — alongside 91 others — read 17 September 2026
This channel appears in 2 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 3 November 2026 — this entry's latest reading, not the date you are reading this.
“[삼성/조현렬] 정유/화학 Newsfeed” (@samsungchem), 7,224 subscribers as measured 3 November 2026. Telegram Register, tgregister.com/channel/samsungchem.
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.