[SK증권 화장품/의류 형권훈] (kh.hyung@sks.co.kr/3773-9997) ▶️ 코스맥스(A192820) 매수/290,000원 본격적인 실적 성장 구간에 진입 - 2분기 영업이익 시장 컨센서스 대비 +6% 상회 - 3분기 연결 매출 성장률 가이던스 +30% 수준으로 기존 시장 추정치를 크게 상회 - 별도법인 기초 매출 고성장하는 가운데, 색조 매출 기저 부담은 하반기에 크게 완화될 전망 - 이에 따라 별도법인의 Organic OPM도 하반기에 YoY 개선될 것 - '26, '27년 이익 추정치 상향을 반영해 목표주가를 250,000 -> 290,000원으로 상향 ▶️ 보고서 원문: https://buly.kr/1RGxm2Q ▶️ SK증권 리서치 텔레그램 채널 : https://t.me/sksresearch 당사는 컴플라이…
Content that also appears on other registered channels
Posts published here appear word for word on 1 other registered channel. 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 |
|---|---|---|---|
| @sk_smallcap/23216 Aug 2026, 00:37 UTC | @sksresearch/8986 · this entry6 Aug 2026, 00:37 UTC | 1.00 | under a minute |
| @sk_smallcap/23226 Aug 2026, 00:38 UTC | @sksresearch/8987 · this entry6 Aug 2026, 00:38 UTC | 1.00 | under a minute |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @sk_smallcap | 15 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | @sk_smallcap (15–0) |
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. 3 of the 3 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 27 comparable posts for this entry, running 5 August 2026 to 6 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).
Across the whole group of 2, the earliest publisher we hold is @sk_smallcap. That is a statement about our reading window, not a claim of authorship.
