[신한투자증권 혁신성장 허성규, 이병화] 경동나비엔(009450.KS) - 다시 투자할 시점 ▶️ 신한생각: 기저효과를 감안해도 실적 선방 - 2Q26 매출액 3,882억원, 영업이익 842억원(+64.6%) 기록하며 수익성 대폭 개선 - 2025년 보편관세 납부액의 약 85%를 매출원가 차감 형태로 환급받아 이익 증가에 기여 - 일회성 환급액을 제외하더라도 PER 약 6배 수준으로 역사적으로 낮은 주가 형성 중 ▶️ 1) 하이브리드 온수기의 시장 장악 가능성, 2) HVAC 시작 - 전기 기반 히트펌프 및 하이브리드 온수기 신규 출시를 통해 경쟁사 미보유 품목 시장 점유율 확대 전망 - 온수기 대비 10배 이상 큰 HVAC 시장에 진출하여 7월부터 약 70억원의 매출 발생 시작 - HVAC은 온수기 대비 평균 판매 단가와 마진율이 높아…
Content that also appears on other registered channels
Posts published here appear in near-verbatim form on 1 other registered channel. This entry also sits inside a group of 4 channels linked by matching posts, directly or through other channels in the group; two members of the group may share no posts with each other. 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.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @shsmallcap/2266 · this entry6 Aug 2026, 22:53 UTC | @shinhanresearch/522106 Aug 2026, 22:54 UTC | 1.00 | under a minute |
| @shinhanresearch/522176 Aug 2026, 23:43 UTC | @shsmallcap/2267 · this entry6 Aug 2026, 23:43 UTC | 1.00 | under a minute |
| @shinhanresearch/522349 Aug 2026, 22:48 UTC | @shsmallcap/2268 · this entry9 Aug 2026, 22:48 UTC | 1.00 | under a minute |
| @shinhanresearch/522459 Aug 2026, 23:00 UTC | @shsmallcap/2269 · this entry9 Aug 2026, 23:00 UTC | 1.00 | under a minute |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @shinhanresearch | 9 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | this entry (5–4) |
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. 4 of the 4 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.
“Published first” means first in this corpus. We hold 29 comparable posts for this entry, running 22 June 2026 to 11 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).
Of the group of 4 channels, the one whose matching posts we hold earliest is @shsmallcap — which is this entry. That is a statement about our reading window, not a claim of authorship.
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