Telegram RegisterThe public register of Telegram

Channel

[ IT는 SK ]

@skitteam

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

17,689subscribers

+129 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001879996318
TypeChannel
Username@skitteam
Description최도연, 박형우, 한동희, 이동주, 박제민 (SK증권)
CreatedBetween 1 October 2022 and 30 September 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live12 August 2026
Measurements held8
Confirmed unchanged1 time, most recently 12 August 2026
On Telegramt.me/skitteam

Growth

17,55617,68917,622.56 August 2026 — 17,560 subscribers6 August 2026 — 17,556 subscribers7 August 2026 — 17,590 subscribers8 August 2026 — 17,608 subscribers9 August 2026 — 17,621 subscribers10 August 2026 — 17,662 subscribers11 August 2026 — 17,673 subscribers12 August 2026 — 17,689 subscribers6 August 202612 August 2026
8 measurements spanning 7 days, net +129. 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 17,536–17,709 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
12 Aug 2026, 20:1317,689+16
11 Aug 2026, 17:3117,673+11
10 Aug 2026, 18:0417,662+41
9 Aug 2026, 17:2217,621+13
8 Aug 2026, 17:3617,608+18
7 Aug 2026, 16:1017,590+34
6 Aug 2026, 15:4417,556-4
6 Aug 2026, 02:4817,560first reading

Engagement

67 posts held, back to 4 August 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 17 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
42.0%
avg views ÷ 17,689 subscribers
Avg views / post
7,440
67 posts measured
Reaction rate
0.211%
reactions ÷ views · ER floor
Posts in window
67
of 67 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 60 of 67 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 12 August 2026
Posts held67 (4 August 202612 August 2026)
Views total498,160
Reactions total1,006
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken13 Aug 2026, 00:28 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
1,130
Links
3,490

Lifetime counters from Telegram’s own channel header, read 13 August 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.

Reaction mix

795 reactions across 44 posts, in 7 distinct kinds. The most used accounts for 41.0% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
32641.0%
😢15018.9%
🤔12716.0%
😱11814.8%
👍486.04%
🔥182.26%
👏81.01%

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 60 of the 67 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 1,006reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 67 most recent posts we hold, published 4 August 2026 to 12 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

12 Aug 2026, 23:33 UTC≈10,300 views29 reactionsread 13 August 2026

[SK증권 반도체 한동희, 손 건] 안녕하세요, SK증권 한동희입니다. Compute는 소모품이 아닌, 금융 가능한 자산으로 변모하고 있습니다. 6년 지난 A100 기반 자원도 29년까지 장기 계약, 구형 GPU 가격 역시 의미있는 수준을 유지 중입니다. Compute가 재계약을 통한 반복 수익 창출을 한다면, 금융 가능한 인프라 자산으로 보는 것이 합리적입니다. AI CapEx는 단순 반복 비용이 아닌, 향후 여러차례 Monetization 가능한 Compute stock을 축적하는 과정이라 판단합니다. Hyperscaler의 FCF에도 같은 논리로 접근합니다. Amazon이 언급한 서버, HW 투자 BEP 3년 미만, A100처럼 9년차까지 적용 가능하다면, 시장에서 우려하는 Payback period와 실제 Economic li

18👍8👏3

Signed DOMA HAN

12 Aug 2026, 23:05 UTC≈1,730 views3 reactionsread 13 August 2026

[SK증권 IT하드웨어/배터리 박형우, 정영환] ▶️ LG이노텍, MSCI한국지수에 편입 (26.08.13. 연합뉴스) - MSCI 한국 지수 구성 종목에 LG이노텍이 추가되었으며 HLB·LG디스플레이·포스코인터내셔널·삼성에피스홀딩스 4개 종목은 제외 - 지수 리밸런싱(재조정) 예정 시점은 오는 31일 장 마감 이후로, 지수에 편입되면 지수 추종 글로벌 패시브 자금의 유입이 발생 가능 ▶️ URL: https://buly.kr/DlM0nZf * SK증권 리서치 IT팀 채널 : https://t.me/skitteam

3

Signed 영환 정

12 Aug 2026, 22:50 UTC≈4,470 views4 reactionsread 13 August 2026

[SK증권 반도체 한동희, 손 건] 2026.08.13 주요 뉴스 싱가포르 테마섹, 삼성전자·SK하이닉스 신규 투자 결정…한국 증시 첫 투자 외부 위탁이 아닌 내부 인력 직접 투자 방식으로, 단일종목 레버리지 ETF 허용 이후 변동성이 커진 국면에서 집행 시점을 타진하며 한국 정부와 접촉. AI 밸류체인 중 메모리가 가장 저평가됐다는 인식이 배경이며, 5년 내 AI 투자 비중을 포트폴리오의 6%→최대 15%로 확대한다는 목표(운용자산 약 572조원, 엔비디아·TSMC·ASML 보유) https://buly.kr/DEbjqvF 마이크론 "커스텀 HBM 시대는 HBM4E부터"…HBM 공급사 2곳 또는 단독 체제로 재편 가능성 사다나 EVP는 설계·검증에 드는 시간과 비용을 감안하면 고객이 프로젝트마다 3사 전부와 일하기는 어렵다며 듀얼 또는

4

Signed 손 건

12 Aug 2026, 22:35 UTC≈4,430 views5 reactionsread 13 August 2026

[SK증권 반도체 한동희, 손 건/해외주식 박제민] Cisco FY4Q26 컨퍼런스콜 ▶️ 주요 코멘트 - FY4Q26 매출 $17.3B(+18% YoY) — 매출·영업이익률·EPS 모두 가이던스 상단 초과: 제품 매출 $13.5B(+24%), 서비스 $3.8B(플랫). Non-GAAP 순이익 $4.9B·EPS $1.22(+23%)로 이익 성장률이 매출 성장률을 상회하며 영업레버리지 시현 - FY26 연간 매출 $63.3B(+12%) — 30년 내 최고 생산성: Non-GAAP OPM 34.8%(+40bp), 순이익 $17.2B(+13%), EPS $4.33(+14%). 직원당 매출·영업이익률·EPS 모두 30년 최고 수준이며 FY27에도 개선 지속 전망 - 에이전틱 AI가 촉발한 네트워킹 슈퍼사이클 진입 국면: 클라우드·온프레미스·

5

Signed 손 건

12 Aug 2026, 21:58 UTC≈1,850 views5 reactionsread 13 August 2026

IT하드웨어 뉴스 (26.08.13) [ SK증권 IT하드웨어/배터리 박형우, 정영환 ] ▶️ 메모리 가격 상승에 미국 스마트폰 판매 5% 감소 (26.08.12. Counterpoint) - 26년 2분기 미국 스마트폰 판매량은 메모리 가격 상승과 소비 여력 약화 영향으로 전년 대비 5% 감소했으며, 특히 마진이 낮은 저가 스마트폰 시장의 판매 위축이 두드러짐 - 100달러 미만 스마트폰 판매는 전년 대비 64% 급감했고 삼성전자는 7월 갤럭시 A17 가격을 50달러 인상했으며, 모토로라 가격 인상 영향으로 200~299달러 가격대 판매는 전년 대비 약 200% 증가 https://buly.kr/5UKOfjX ▶️ 모바일 D램 가격 추가 상승에 스마트폰 원가 부담 확대 (26.08.13. 머니투데이) - 모바일 D램 가격 급등으로 스마

5

Signed 영환 정

12 Aug 2026, 20:25 UTC≈7,570 views11 reactionsread 13 August 2026

[SK증권 반도체 한동희, 손 건/해외주식 박제민] Nebius Group FY2Q26 컨퍼런스콜 ▶️ 주요 코멘트 - 2Q26 매출 $582.3M(+454% YoY, +46% QoQ) — 컨센서스 $557M 상회, 장전 +12.3%: 조정 EBITDA $236.2M(컨센 $157.9M), 총 영업비용 $758.2M. AI 클라우드 매출 $574.9M(+514%)으로 그룹 매출의 98% 차지 - ARR 6월말 $30억 — 3월말 $19억 대비 +56%(+598% YoY): 1분기 배치 캐파, 가동률 개선, asset-light·Token Factory·최근 인수 기업의 고마진 매출이 견인. 캐파는 이번에도 완판 - 수익성 급개선 — 그룹 조정 EBITDA 마진 41%(전분기 32%): AI 클라우드 부문은 $286M, 마진 50%.

10👍1

Signed 손 건

12 Aug 2026, 20:14 UTC≈4,310 views3 reactionsread 13 August 2026

[SK증권 반도체 한동희, 손 건/해외주식 박제민] Cisco FY4Q26 실적발표 (After: +1%) ▶️ FY4Q26 실적 (Non-GAAP) 매출액 $17.3B (+9% QoQ, +18% YoY): 컨센서스 +3% GPM 66.3% (+0%p QoQ, -2%p YoY): 컨센서스 +0.5%p EPS $1.22 (+15% QoQ, +23% YoY): 컨센서스 +8% ▶️ FY1Q27 가이던스 * 중단값 기준 매출액 $18.1B (+5% QoQ, +22% YoY): 컨센서스 +9% GPM 65.5% (-0.8%p QoQ, -3%p YoY): 컨센서스 -0.4%p EPS $1.33 (+9% QoQ, +33% YoY): 컨센서스 +17% ▶️ 주요 코멘트 FY4Q26 매출 $17.3B(+18% YoY) — 매출·영업이익·EPS

2👍1

Signed 손 건

12 Aug 2026, 06:52 UTC≈6,080 views31 reactionsread 13 August 2026

[SK증권 반도체 한동희, 손 건] 1. 메모리 3사 12MF P/E 업데이트 (08/12) 삼성전자 4.4X SK하이닉스 3.7X * SK증권 추정치 기준 마이크론 6.0X CXMT 22.3X * Bloomberg consensus 기준 2. SK하이닉스 본주 & ADR 간 괴리율: 35.7% SK증권 리서치 IT팀 채널 : https://t.me/skitteam

21👍4🔥3🤔3

Signed 손 건

12 Aug 2026, 00:03 UTC≈4,590 views5 reactionsread 13 August 2026
Photo

# 파미셀 (시총: 6,966억원) *기판 CCL 소재기업 - 2Q26 실적공시 [ SK증권 박형우, 정영환] IT 하드웨어 / 배터리 ▶️ 실적 공시: - 매출액: 390억원 (+46% YoY) (컨센 매출: 392억원) - 영업이익: 132억원 (+62% YoY) (컨센 OP: 132억원) - OPM: 34% (컨센 OPM: 34%) ▶️ URL: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260812000044 * SK증권 리서치 IT팀 채널 : https://t.me/skitteam

4🤔1

Signed 영환 정

Showing the 12 most recent of 67 posts we hold for @skitteam. 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 — 15,447 of 1,160,990entries 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.

알파카 주식 목장
@foreconomy · 9,088
4 posts
프리라이프
@free_life59 · 12,510
3 posts
🗽엄브렐라(Umbrella Research) 리서치+ 네프콘 옆집부자형 since 2020
@umbrellaresearch · 12,825
3 posts
인상주의 투자 인생 업그레이드노트
@insangnism · 11,235
2 posts
SK증권 Research
@sksresearch · 9,060
2 posts
주식과 부동산
@slowstockT · 3,775
2 posts
독립리서치 밸류파인더
@valuefinder · 12,293
2 posts
야자반 - Y.Z. stock
@yaza_stock · 13,140
2 posts
에테르의 일본&미국 리서치
@aetherjapanresearch · 33,815
1 post
준기장
@bearb_0423junsl · 872
1 post
벨루가의 주식 헤엄치기
@beluga_investment · 7,252
1 post
루팡
@bornlupin · 46,848
1 post
범송공자 X 29PER
@bumsong2 · 13,088
1 post
카이에 de market
@cahier_de_market · 21,762
1 post
도랏맨
@doratman18 · 9,496
1 post
가투방(DCTG) 저장소
@gatubang · 14,608
1 post
하루한장의 지식노트
@haruhanj · 640
1 post
이하루의 주식하루
@harulee_1004 · 728
1 post
잠실개미&10X’s N.E.R.D.S
@jake8lee · 17,285
1 post
트레이더 훈
@jhhr1217 · 151
1 post
엄브렐라리서치 Jay의 주식투자교실
@Jstockclass · 25,766
1 post
점프
@jump0000 · 3,058
1 post
지식 책꽂이 (이대호 기자)
@knowledge_to_wealth · 14,099
1 post
캬오의 공부방
@Kyaooo · 17,436
1 post
머치의 투자노트
@muchsinvest · 1,715
1 post
우드스탁
@nangmanjurin · 316
1 post
너쟁이의 성실한 추추생활
@nje2e · 8,287
1 post
파하의 아카이빙 노트
@paranhanl20 · 3,379
1 post
혜안의 고수털기
@Phronesis1118 · 1,460
1 post
마산창투
@PRROEresearch · 4,608
1 post
The Truth_투자스터디
@repeatandrepeat · 5,763
1 post
[시그널랩] Signal Lab 리서치
@siglab · 10,902
1 post
점프샷 리서치
@sqcap · 227
1 post
영리한 동물원
@stockinvcowcow · 14,512
1 post
Find Alpha
@studyingformydream · 521
1 post
텐렙
@Ten_level · 17,104
1 post
ITM. IDEATOMONEY
@ToEllisIsland · 1,967
1 post
지엘리서치_ 독립리서치
@valjuman · 6,695
1 post
Yeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,280
1 post
인디안 기우제
@zerotoendlessnumbers · 329
1 post

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 41 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. The 24 listed below are the most frequent namers; the rest are counted above but not each listed.

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

“[ IT는 SK ]” (@skitteam), 17,689 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/skitteam.

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.