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Channel

[삼성 이창희] Japan Equity & Sector Strategy

@samsungpe

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

3,614subscribers

-1 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-1001608129870
TypeChannel
Username@samsungpe
CreatedBetween 1 December 2021 and 31 March 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live13 August 2026
Measurements held4
Confirmed unchanged1 time, most recently 13 August 2026
On Telegramt.me/samsungpe

Growth

3,6143,6163,6156 August 2026 — 3,615 subscribers6 August 2026 — 3,615 subscribers9 August 2026 — 3,616 subscribers13 August 2026 — 3,614 subscribers6 August 202613 August 2026
4 measurements spanning 7 days, net -1. 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 3,614–3,616 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
13 Aug 2026, 00:243,614-2
9 Aug 2026, 18:123,616+1
6 Aug 2026, 04:343,615no change
6 Aug 2026, 03:243,615first reading

Engagement

21 posts held, back to 14 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 3 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
17.2%
avg views ÷ 3,614 subscribers
Avg views / post
623
19 posts measured
Reaction rate
0.666%
reactions ÷ views · ER floor
Posts in window
19
of 21 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. It is computed over the 18 of 19 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 7 August 2026
Posts held21 (14 July 20267 August 2026)
Views total11,830
Reactions total76
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken7 Aug 2026, 23:00 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.

Reaction mix

79 reactions across 19 posts, in 2 distinct kinds. The most used accounts for 98.7% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
7898.7%
👍11.27%

No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.

Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.

Coverage. Reactions were read on 20 of the 21 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 83reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 21 most recent posts we hold, published 14 July 2026 to 7 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.

Recent posts

7 Aug 2026, 00:00 UTC239 views6 reactionsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터에서 일본 시장을 담당하고 있는 이창희, 구민정입니다. 오늘의 일본 소식 공유드리오니 아래 내용 확인 부탁드립니다. TOPIX 지수 4,055.85 +0.24% NIKKEI225 지수 65,683.26 -0.93% USD/JPY 158.43 +0.43% NIKKEI 225 선물지수 +0.11% (오전 7:30분 기준) JGB 10Y 2.75% -3.9bp JGB 30Y 3.89% -4.6bp -------------------------------- 1. Today’

6

5 Aug 2026, 23:57 UTC347 views3 reactionsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터에서 일본 시장을 담당하고 있는 이창희, 구민정입니다. 오늘의 일본 소식 공유드리오니 아래 내용 확인 부탁드립니다. TOPIX 지수 4,046.17 +2.13% NIKKEI225 지수 66,300.44 +3.66% USD/JPY 157.63 -0.08% NIKKEI 225 선물지수 +0.19% (오전 7:30분 기준) JGB 10Y 2.79% -3.3bp JGB 30Y 3.94% -2.1bp ---------------------------------------- 1.

3

4 Aug 2026, 23:56 UTC364 views5 reactionsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터에서 일본 시장을 담당하고 있는 이창희, 구민정입니다. 오늘의 일본 소식 공유드리오니 아래 내용 확인 부탁드립니다. TOPIX 지수 3,961.78 +0.04% NIKKEI225 지수 63,957.53 +0.32% USD/JPY 157.72 -0.02% NIKKEI 225 선물지수 +0.17% (오전 7:30분 기준) JGB 10Y 2.82% +2.3bp JGB 30Y 3.96% +0.7bp -------------------------------- 1. Today’s

5

4 Aug 2026, 00:08 UTC385 views5 reactionsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터에서 일본 시장을 담당하고 있는 이창희, 구민정입니다. 오늘의 일본 소식 공유드리오니 아래 내용 확인 부탁드립니다. TOPIX 지수 3,960.03 -1.08% NIKKEI225 지수 63,754.90 -0.94% USD/JPY 157.36 +0.11% NIKKEI 225 선물지수 +0.14% (오전 7:30분 기준) JGB 10Y 2.80% +3.2bp JGB 30Y 3.95% +0.8bp ---------------------------------------- 1. T

5

3 Aug 2026, 01:55 UTC305 views2 reactionsread 7 August 2026
Forwarded from @jw_tech

키오시아 6월분기 실적: 의심할 필요 없는 낸드 업황 [삼성증권 반도체, IT/이종욱] 키오시아의 FY1Q26(6월분기) 실적이 나왔습니다. 낸드 업황은 의심할 필요가 없으며 적극적인 주주환원을 시작했습니다. - 컨센서스 하회는 일시적 요인: 매출과 영업이익이 컨센서스대비 4%, 5% 하회했습니다. 매출은 출하 지연 때문이며 연간 가이던스를 유지했습니다. 이익은 출하지연에 더해 소송충당금, 주식보상비용, 임직원 특별보상 충당금 등이 포함되었습니다. 모두 업황 변화를 의심할 만한 이야기는 아닙니다. - 변함 없이 강한 낸드 전망: 회사는 변함 없이 27년까지 업황 지속을 전망합니다. 우리는 1) AI의 SSD사용, 2) 메모리3사의 소극적 낸드 증설, 3) YMTC의 증설 제한이 유지되는 한 낸드 업황이 변하지 않으리라 전망합니다. -

2

3 Aug 2026, 00:59 UTC428 views3 reactionsread 7 August 2026
Forwarded from @samsung_macro

7월 BOJ 금융정책 결정회의 comment 매파적인 동결, 그렇지만 다음 금리 인상 전망은 12월로 유지 지난 7월 30~31일 개최된 금융정책결정회의에서 BOJ는 저희 삼성증권과 금융시장 예상대로 정책 금리를 1.0%로 동결했습니다(찬성 8, 반대 1). 최근 일본의 장기금리가 급등하고 엔화가 약세를 보였지만, 그간의 신중했던 BOJ의 정책기조를 감안할 때 사실 6월에 이은 연속 금리 인상의 가능성은 희박했습니다. 한편, 같은 날 발표한 경제 전망에서 BOJ는 FY‘26년과 ‘27년의 성장률 전망을 각각 0.6%와 0.8%로 기존보다 0.1%pts 상향 조정했습니다. 반면, 핵심 소비자 물가 전망은 ‘26년은 2.8%에서 2.5%로 낮추고 ‘27년은 2.3%에서 2.4%로 소폭 상향했습니다. 이는 고유가의 영향이 일본 정부의 에너지

3

3 Aug 2026, 00:56 UTC370 views2 reactionsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터에서 일본 시장을 담당하고 있는 이창희, 구민정입니다. 오늘의 일본 소식 공유해 드리오니 아래 내용 확인 부탁드립니다. TOPIX 지수 4,003.30 +1.29% NIKKEI225 지수 64,362.02 +4.03% USD/JPY 157.3 -0.09% NIKKEI 225 선물지수 +0.78% (오전 7:30분 기준) JGB 10Y 2.77% -2.3bp JGB 30Y 3.95% -0.5bp ------------------------------- 1. Today’s Macro ■ 매크로 지표 리

2

31 Jul 2026, 00:27 UTC555 views3 reactionsread 7 August 2026

전년 대비 14% 증가하며 시장 예상인 1,382억엔을 크게 상회 ㆍ매출액은 2조800억엔, 영업이익은 1,600억엔으로 각각 기존 전망보다 1,400억엔, 300억엔 상향 ㆍAI 반도체 생산장비 내부에서 고온과 화학물질을 견디는 세라믹 정밀부품의 판매가 크게 증가 ㆍ데이터센터에서 대량의 정보를 빠르게 전송하는 데 필요한 광통신 부품과 전자제품 내부의 전류를 안정적으로 유지해 주는 초소형 부품도 호조 ㆍ엔화 약세도 실적에 긍정적. 회사는 올해 환율 전망을 달러당 150엔에서 155엔으로 변경 ㆍ교세라는 2031년 3월기까지 AI 반도체 관련 부품 생산에 약 6,500억엔을 투자할 계획. 수요가 예상보다 빠르게 증가하면 투자 시기도 앞당길 방침 ㆍ4월부터 6월까지 매출액은 5,253억엔으로 10%, 순이익은 605억엔으로 63% 증가하며 모두

3

31 Jul 2026, 00:27 UTC420 viewsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터에서 일본 시장을 담당하고 있는 이창희, 구민정입니다. 오늘의 일본 소식 공유해 드리오니 아래 내용 확인 부탁드립니다. TOPIX 지수 3,952.50 -0.54% NIKKEI225 지수 61,867.43 +0.71% USD/JPY 159.53 -2.37% NIKKEI 225 선물지수 +0.28% (오전 7:30분 기준) JGB 10Y 2.79% +5.6bp JGB 30Y 3.95% +3.9bp -------------------------------- 1. Today’s Macro ■ 매크로 지표

29 Jul 2026, 23:52 UTC431 views3 reactionsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터 글로벌주식팀입니다. 오늘의 일본 소식 공유해 드리오니 아래 내용 확인 부탁드립니다. ① Market & Company News ■ 어드반테스트, 2027년 3월기 순이익 전망 6,600억 엔으로 상향. 추론 AI 수요 급증 ㆍ2027년 3월기 연결 순이익 전망을 전년 대비 76% 증가한 6,600억 엔으로 상향 조정하며 기존 전망 대비 1,945억 엔 상향, 사상 최대 실적 전망 ㆍ매출액은 1조7,140억 엔(YoY +52%), 영업이익은 8,460억 엔(YoY +69%)으로 각각 기존 계획 대비 2,940억 엔, 2,185억엔 상향 ㆍ생성형 AI가 학습 단계에서 추론(Inference) 중심으로 전환되면서 GPU, CPU, HBM 등 첨단 반도체 테스트 장비 수

3

29 Jul 2026, 00:05 UTC451 views4 reactionsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터에서 일본 시장을 담당하고 있는 이창희, 구민정입니다. 오늘의 일본 소식 공유해 드리오니 아래 내용 확인 부탁드립니다. TOPIX 지수 3,963.59 -2.52% NIKKEI225 지수 62,364.92 -3.95% USD/JPY 163.85 +0.06% NIKKEI 225 선물지수 -0.28% (오전 7:30분 기준) JGB 10Y 2.75% -1.6bp JGB 30Y 3.97% +2.0bp ---------------------------------------- 1. Today’s Macro ■ 매

4

27 Jul 2026, 23:59 UTC507 views3 reactionsread 7 August 2026

[Japan Market Comment] 안녕하세요. 삼성증권 리서치센터에서 일본 시장을 담당하고 있는 이창희, 구민정입니다. 오늘의 일본 소식 공유해 드리오니 아래 내용 확인 부탁드립니다. TOPIX 지수 4066.07 +1.37% NIKKEI225 지수 64,931.19 +0.50% USD/JPY 163.73 -0.01% NIKKEI 225 선물지수 -0.06% (오전 7:30분 기준) JGB 10Y 2.77% -1.0bp JGB 30Y 3.95% -0.1bp -------------------------------- 1. Today’s Macro ■ 매크로 지표 리뷰/프

3

Showing the 12 most recent of 21 posts we hold for @samsungpe. 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 — 21,562 of 1,189,255entries 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.

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.

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

“[삼성 이창희] Japan Equity & Sector Strategy” (@samsungpe), 3,614 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/samsungpe.

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.