인터넷 섹터 수익률은 삼성SDS랑 현대오토에버가 올해 제일 강했고, 카카오랑 포스코DX, 케이뱅크가 가장 부진했네요. 재무와 밸류에이션 챕터 먼저 살짝 오픈합니다🙂 현재 약 700여개 기업이 들어가 있는데, 다음주중 전부 들어갈 예정입니닷 https://sejongdata.com/valuation.php?stock_search=307950
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Channel
@sejongdata2013
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
23,334subscribers
-116 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001327307590 |
|---|---|
| Type | Channel |
| Username | @sejongdata2013 |
| Description | 2015년부터 시장 분석과 정보를 제공해온 세종기업데이터는 유사투자자문업자로서 투자 판단에 참고할 수 있는 다양한 데이터를 제공합니다. 본 서비스는 투자 권유가 아닌 정보 제공 목적이며, 모든 투자 결정과 결과에 대한 책임은 이용자 본인에게 있습니다. 앞으로도 신뢰할 수 있는 정보를 제공하기 위해 노력하겠습니다. |
| Created | 19 June 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 18 September 2026 |
| Measurements held | 31 |
| Confirmed unchanged | 1 time, most recently 18 September 2026 |
| On Telegram | t.me/sejongdata2013 |
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 10 September 2026 and assigned it the closest of 31 fixed categories, at 90% 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.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 18 Sept 2026, 11:58 | 23,334 | -2 |
| 16 Sept 2026, 03:58 | 23,336 | -2 |
| 14 Sept 2026, 09:37 | 23,338 | -11 |
| 12 Sept 2026, 18:21 | 23,349 | -14 |
| 10 Sept 2026, 20:38 | 23,363 | -5 |
| 7 Sept 2026, 16:35 | 23,368 | +1 |
| 4 Sept 2026, 17:40 | 23,367 | -9 |
| 2 Sept 2026, 00:15 | 23,376 | -11 |
| 31 Aug 2026, 22:27 | 23,387 | -2 |
| 30 Aug 2026, 23:28 | 23,389 | -8 |
| 29 Aug 2026, 22:24 | 23,397 | -2 |
| 28 Aug 2026, 22:07 | 23,399 | -8 |
| 28 Aug 2026, 00:08 | 23,407 | -5 |
| 26 Aug 2026, 22:13 | 23,412 | -3 |
| 25 Aug 2026, 20:36 | 23,415 | -13 |
| 24 Aug 2026, 22:44 | 23,428 | -5 |
| 23 Aug 2026, 11:16 | 23,433 | +3 |
| 22 Aug 2026, 00:16 | 23,430 | +5 |
| 20 Aug 2026, 20:07 | 23,425 | +1 |
| 19 Aug 2026, 18:48 | 23,424 | first reading |
130 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 60 pages of Telegram’s post history, 20 posts per page.
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 26 of 33 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 27 September 2026 |
|---|---|
| Posts held | 130 (5 August 2026 – 27 September 2026) |
| Views total | 130,640 |
| Reactions total | 105 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 27 Sept 2026, 13:39 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.
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.
471 reactions across 76 posts, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 471 | 100.0% |
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 85 of the 130 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 471 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 130 most recent posts we hold, published 5 August 2026 to 27 September 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.
인터넷 섹터 수익률은 삼성SDS랑 현대오토에버가 올해 제일 강했고, 카카오랑 포스코DX, 케이뱅크가 가장 부진했네요. 재무와 밸류에이션 챕터 먼저 살짝 오픈합니다🙂 현재 약 700여개 기업이 들어가 있는데, 다음주중 전부 들어갈 예정입니닷 https://sejongdata.com/valuation.php?stock_search=307950
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https://t.me/feathersmacro/20269
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미 10년물 국채금리가 5.1이네요;;;;;
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이 딜의 마지막 변수는 결국 '관세'입니다. 지금 미국은 무역법 301조 조사 결과 발표가 대기 중이고, 최대 수출품인 반도체 품목관세(232조)도 예고된 상태입니다. 15% 상한은 "상호 이해"가 있다는 수준이지 절대 보장은 아닙니다. 일단 불리한 조건으로 관세 방어를 위한 비용은 댔고, 그 값어치를 할지는 미국의 후속 관세 조치가 나와봐야 판가름이 날 것 같습니다.
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대미투자 1호에 223억달러 텍사스 발전소 확정 … 원전 8기·알래스카 LNG 후속 추진 https://biz.newdaily.co.kr/site/data/html/2026/09/22/2026092200132.html 우리 정부 주장은 223억달러를 넣어 20년간 432.9억~454.3억달러를 거둬 원리금 회수가 가능하다고 말하지만... 이 숫자를 연 수익률로 환산해보면 명목 약 3.5%/년 정도입니다(20년에 딱 2배). 건설비 100% 대고, 수요처(PPA)도 없이 수요 리스크 다 떠안고, 환리스크까지 지는 사업의 기대수익이 명목 3.5%. 미 국채 장기물이 4%대인 걸 감안하면 리스크 대비 형편없는 수준이고, 조달을 빚으로 하면 역마진 가능성도 있네요. 실제로 한 매체는 20년 동안 연평균 1.67%의 현금 흐름을 만들어야 겨…
외국인은 오늘 닉스를 팔고 항공과 통신주를 샀네요
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오늘 시장. 전일 미국 반도체주 반등 미국 10년물·30년물 금리 하락 국제유가 하락 ↓ FOMC 금리 인상 충격 빠르게 소화 ↓ 일본 BOJ, 기준금리 0.25%p 인상 ↓ 그러나 엔화는 강세로 반응하지 않음 ↓ BOJ 금리 인상은 시장에 상당 부분 선반영 (예상된 수준의 인상으로 엔화 급등&엔캐리 청산 우려 완화) ↓ 미국 기술주·반도체 반등 + 미 국채금리 안정 + 유가 하락 → 글로벌 위험선호 회복 ↓ 외국인, KOSPI 순매수 전환 → 삼성전자·SK하이닉스 중심 반도체주 강세 → KOSPI 상승
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#안랩 젠슨 황 한마디에 들썩인 보안주, 안랩 실적은 4분기 대기 중
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#에이피알 9월부턴 10자리 HScode의 시군구 공급 중단으로 에이피알 관련 수출도 미용기기는 더이상 트래킹이 다소 어려울 것 같습니다. 그래도 화장품은 여전히 좋습니다! 8월 화장품 수출 성장률은 YoY 373%나 되네요🫢
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#SK하이닉스 매출&반도체 수출 비교 차트에 3Q26은 7월과 8월 데이터 평균치입니다. 이천과 청주 합산 데이터인데, 8월 수출은 7월보단 소폭 늘었지만, 2Q 대비 유사한 수준에서 나오고 있습니다. 아무래도 지금 당장은 Q 성장이 제한된 상황이다 보니 전체 수출도 고원에서 옆으로 가는 모습입니다.
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9월부터 한국무역협회 및 관세청에서 10자리 HSK의 시/군/구 데이터 제공을 중단했습니다. 따라서 당사가 기존에 제공하던 기업별 수출 데이터도 수정 작업을 진행할 예정입니다. 데이터베이스 수정 후, 엑셀 파일 제공은 다시 진행할 예정이나, 추후 다시 공지드리겠습니다.!
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8월 자동차 수출 실검에까지 올라온 8월 자동차 수출.. 8월 자동차 수출은 코로나 이전 수준까지 빠졌습니다. 하계휴가와 조업일수 감소, 파업 등의 영향이라곤 하지만 너무 많이 빠졌네요;
Showing the 12 most recent of 130 posts we hold for @sejongdata2013. 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.
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.
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.
Names
Channels on the register whose handles appear in this channel's posts.
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.
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.
“세종기업데이터” (@sejongdata2013), 23,334 subscribers as measured 18 September 2026. Telegram Register, tgregister.com/channel/sejongdata2013.
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.