심텍 시총 4조에서 심텍홀딩스 지분 32.06% 가치는 약 1.28조. 현재 심텍홀딩스 시총은 약 1,800억으로 약 86% 할인율. 심텍의 주가는 2025년 9-10월, 2026년 4-5월 두 번의 큰 상승이 있었음. 이때 심텍홀딩스의 주가도 함께 상승함. 차이점이 있다면 심텍홀딩스의 주가는 상승한 주가 유지를 못해 상승분을 두 번 다 반납했다는 것. 그 결과 할인율이 86%라는 말도 안 되는 수준으로 벌어진 상황. 심텍의 상반기 매출은 9,370억이며, 하반기 매출은 1.07조로 전망. 사측에서는 매출 약 +14.4% 상승을 예상하고 있음. 심텍의 1분기 가동률은 78.9%였으며 현재 80%대로 추정. 하반기까지 하면 풀캐파에 가깝게 돌아갈 것으로 보임. 이는 심텍홀딩스의 자회사인 서스티오 가동률 상승으로 이어질 가능성. 제품 특성상 …

Channel
막간이용
@ssam_study
On this record: Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry
2subscribers
+0 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1001250179463 |
|---|---|
| Type | Channel |
| Username | @ssam_study |
| Created | Between 1 March 2018 and 31 August 2021— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 14 August 2026 |
| Last confirmed live | 15 August 2026 |
| Measurements held | 2 |
| On Telegram | t.me/ssam_study |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 14 Aug 2026, 02:32 | 2 | no change |
| 7 Aug 2026, 19:30 | 2 | first reading |
Engagement
18 posts held, back to 9 July 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 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 50.0%
- avg views ÷ 2 subscribers
- Avg views / post
- 1.0
- 10 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 10
- of 18 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.
| Window | Rolling 30 days · latest post in window 10 August 2026 |
|---|---|
| Posts held | 18 (9 July 2026 – 10 August 2026) |
| Views total | 10 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 14 Aug 2026, 02:32 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
- ≈1,340
- Videos
- ≈5
- Links
- ≈2,940
Lifetime counters from Telegram’s own channel header, read 14 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.
Recent posts
'시추에이셔널 어웨어니스', 4억 달러 투자로 투자 시장 복귀 4억 달러 규모의 신규 투자 진행 레오폴드 아셴브레너(Leopold Aschenbrenner)가 이끄는 헤지펀드 '시추에이셔널 어웨어니스(Situational Awareness)'가 비상장 기업에 4억 달러(약 5,500억 원)를 투입하며 투자 활동을 재개했습니다. (투자는 화요일에 완료됨) 최근의 붕괴 위기 극복 불과 며칠 전, 해당 헤지펀드는 월가 대출 기관들로부터 밀려든 잇따른 마진콜(증거금 추가 납부 요구) 폭격으로 인해 붕괴 직전의 위기를 겪었습니다. 재기를 위한 첫 행보 이번 4억 달러 투자는 마진콜 파동으로 크게 흔들렸던 '시추에이셔널 어웨어니스'를 아셴브레너가 어떻게 재건하고 수습할 것인지 보여주는 첫 번째 신호탄으로 평가받고 있습니다. https://www.…
SKT, 'SK하이퍼' 설립…AI 데이터센터 15GW 청사진 7천500억원 투입해 AIDC 전담법인 출범 AI 인프라 확보·사업개발 컨트롤타워 역할 수행 SK텔레콤[017670]이 7천500억원을 투입해 인공지능(AI) 데이터센터(AIDC) 사업개발 전문회사 'SK하이퍼(Hyper)'를 설립하고 아시아 AI 인프라 허브 구축에 속도를 낸다. AI 데이터센터를 국가 경쟁력을 좌우할 핵심 인프라로 보고 전담 법인을 앞세워 대규모 사업 개발과 인프라 확보에 나선다는 전략이다. SK텔레콤은 23일 이사회를 열고 2030년까지 7천500억원을 출자해 SK하이퍼를 설립하는 안건을 의결했다고 밝혔다. SK하이퍼는 AI 데이터센터 사업개발을 전담하는 전문회사로, 중장기적으로 총 15GW 규모 AI 데이터센터 구축을 위한 컨트롤타워 역할을 맡는다.…
https://www.yna.co.kr/view/AKR20260723150800017?input=1195m 데센?
2026.07.23 17:30:41 기업명: SK(시가총액: 47조 4,893억) A034730 보고서명: 투자판단관련주요경영사항(자회사의 주요경영사항) 종속회사 : SK텔레콤 제목 : 에스케이하이퍼 주식회사 설립 및 출자 결정 * 주요내용 (1) 당사는 에스케이하이퍼 주식회사를 설립하고 출자 결정을 하였음 (2) 발행회사 - 회사명 : 에스케이하이퍼 주식회사 - 국적 : 대한민국 - 대표자 : 정석근 - 당사와의 관계 : 계열회사 - 주요사업 : AI 데이터센터 사업 등 (3) 취득 예정 주식 - 취득주식수(주) : 1,875,000주 - 취득금액(원) : 750,000,000,000 - 당사자기자본(원) : 12,955,292,392,172 - 자기자본대비(%) : 5.79 - 취득예정일자 :…
2026.07.23 17:23:12 기업명: SK텔레콤(시가총액: 21조 3,716억) A017670 보고서명: 투자판단관련주요경영사항 제목 : 에스케이하이퍼 주식회사 설립 및 출자 결정 * 주요내용 (1) 당사는 에스케이하이퍼 주식회사를 설립하고 출자 결정을 하였음 (2) 발행회사 - 회사명 : 에스케이하이퍼 주식회사 - 국적 : 대한민국 - 대표자 : 정석근 - 당사와의 관계 : 계열회사 - 주요사업 : AI 데이터센터 사업 등 (3) 취득 예정 주식 - 취득주식수(주) : 1,875,000주 - 취득금액(원) : 750,000,000,000 - 당사자기자본(원) : 12,955,292,392,172 - 자기자본대비(%) : 5.79 - 취득예정일자 : 2030년 12월 31일 (4) 취득방법…
대한민국에도 제대로된 풍력 터빈 메이커가 필요합니다 유니슨의 도전이 이번에는 결실을 맺기를 바랍니다 https://n.news.naver.com/article/293/0000087980?sid=101
https://naver.me/5eDlrUPY
https://m.blog.naver.com/crush212121/224353360367
주요기업 실적발표 일정
File, posted without a caption
2026.07.15 09:19:13 기업명: 지엔씨에너지(시가총액: 4,869억) A119850 보고서명: 단일판매ㆍ공급계약체결 계약상대 : 삼성물산 주식회사 계약내용 : 용인덕성AI데이터센터 발전기 공급지역 : 국내 계약금액 : 332억 계약시작 : 2026-07-15 계약종료 : 2028-03-31 계약기간 : 1년 8개월 매출대비 : 12.6% 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260715900077 최근계약 : https://www.awakeplus.co.kr/board/contract/119850 회사정보: https://finance.naver.com/item/main.nhn?code=119850
Showing the 12 most recent of 18 posts we hold for @ssam_study. 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.
Forward network
Republishes
Channels on the register whose posts this channel has forwarded.
@darthacking · 64,7503 posts루팡
@bornlupin · 46,9632 posts재야의 고수들
@gaoshoukorea · 41,1392 postsTIME ACT!VE ETF
@activeetf · 9,5271 post선수촌
@athletes_village · 21,7251 post[하나 Global ETF] 박승진
@globaletfi · 19,2511 post한병화의 Green Light
@greenlightBH · 2,2741 post빅샷 전략 : 새로운 여정
@KOREASTOCK11 · 2,7941 post요약하는 고잉
@one_going · 46,1461 post[삼성 이영진] 글로벌 AI/SW
@Samsung_Global_AI_SW · 10,7821 post감단투자
@sim_the_best · 1,8461 post선진짱 주식공부방
@sunstudy1234 · 53,6801 post적절한 지식과 검증된 판단, 체리형부
@Valuefs1 · 8,6511 post야자반 - Y.Z. stock
@yaza_stock · 13,1441 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
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.
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 14 August 2026 — this entry's latest reading, not the date you are reading this.
“막간이용” (@ssam_study), 2 subscribers as measured 14 August 2026. Telegram Register, tgregister.com/channel/ssam_study.
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.