📮 [메리츠증권 음식료/유통 김정욱] KT&G(033780) 2Q26 Review 보고서링크: https://han.gl/8XzkN 요약: 2Q26 연결 기준 매출액 1조 7,016억원(+9.9% YoY), 영업이익 4,145억원(+18.5% YoY)으로 영업이익은 상향된 컨센서스 3,967억원 대비 4.5% 상회 담배사업은 해외궐련 매출액이 18.9% 성장하며 고성장을 이어갔으며 특히 해외궐련 영업이익은 45.8% 성장으로 매출 성장률 상회 흐름 지속. 국내궐련도 총시장 감소가 1.2%로 안정된 가운데 M/S 확대 트렌드가 지속. NGP는 릴 에이블 플랫폼 호조와 고단가 스틱 비중 확대로 믹스 개선 효과 반영. 건기식, 부동산도 각각 +38억원, +28억원 영업이익 증가에 기여하며 전부문 실적이 전년비 성장 긍정적인 실적과 더불어 …

Channel
푸앨 뉴스 저장소
@stockrnd
On this record: Growth · Engagement · Posts · Citations · Cite this entry
1,350subscribers
-2 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
Register entry
| Telegram ID | -1001204662817 |
|---|---|
| Type | Channel |
| Username | @stockrnd |
| Created | 3 August 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 7 August 2026 |
| Last confirmed live | 13 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 13 August 2026 |
| On Telegram | t.me/stockrnd |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 13 Aug 2026, 10:06 | 1,350 | -1 |
| 10 Aug 2026, 15:43 | 1,351 | -1 |
| 7 Aug 2026, 04:16 | 1,352 | no change |
| 7 Aug 2026, 04:08 | 1,352 | first reading |
Engagement
17 posts held, back to 6 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 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 3.46%
- avg views ÷ 1,350 subscribers
- Avg views / post
- 46.6
- 17 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 17
- of 17 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 6 August 2026 |
|---|---|
| Posts held | 17 (6 August 2026 – 6 August 2026) |
| Views total | 793 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 7 Aug 2026, 04:16 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.
Recent posts
💻 TSMC, 애플 A20 프로 재고 10억 달러 적체 — DRAM 부족이 최선단 파운드리까지 발목 📌요약 ・TSMC가 2nm 공정으로 생산 완료한 애플 A20 프로 프로세서 약 10억 달러 규모를 보유 중이나, 후공정(패키징) 단계로 넘어가지 못하는 상황 ・원인은 로직칩 자체의 수율 문제가 아니라 DRAM 공급 부족 ・AI 데이터센터용 HBM 생산에 메모리 캐파가 대거 재배분되며 범용 모바일 DRAM 공급이 타이트해지고 가격이 급등한 여파 📌 기존 리서치와의 연결고리 ・앞서 다뤘던 도이치뱅크 DRAM 수급모델과 정확히 일치 — HBM 트레이드 레이쇼 상승으로 표준 DRAM용 캐파 비중이 2025년 82%→2030년 65%까지 축소되는 구조적 흐름 ・BofA 리포트에서 확인한 DDR4-DDR5 프리미엄 소멸 현상(레거시 캐파의 첨단공…
알파벳도 'AI 빚투'…35조원 회사채 발행 알파벳은 미국 투자적격등급 회사채 시장에서 최대 250억달러를 조달하는 방안을 추진 채권은 만기 2년부터 40년까지 최대 10개 회차로 나눠 발행할 예정. 최장기물의 초기 금리는 미국 국채 금리 대비 약 1.55%포인트 높은 수준으로 제시 https://naver.me/Ghwju2Lv
에이 별것도 아닌걸 가지고
https://www.ngetnews.com/news/articleView.html?idxno=552177
김정관 장관 “반도체 성과급, 주총 승인 받도록”…상법·자본시장법 개정 시사 https://m.etoday.co.kr/news/view/2611754
오늘 메모리 반도체 약세 배경 1) 샌디스크 실적 실망 2) 어제부터 Semianalysis + 대만증권사 부정적 센티 영향 코멘트들 1. 엔비디아·CSP의 메모리 스펙 하향 조정 (비용 절감 목적) HBM 용량 축소: 하이퍼스케일러(CSP)들의 원가 절감 요청에 따라, Rubin Ultra의 주력 메모리가 기존 HBM4E 12-Hi(384GB)에서 HBM4 8-Hi(192GB~256GB)로 하향 조정되었습니다. (288GB/384GB 12-Hi 옵션도 병행 유지) Vera CPU 용량 감소: SOCAMM 용량이 2026년 하반기 192GB에서 96GB로, 2027년 1분기에는 일부 SKU 기준 64GB까지 축소됩니다. 업계 전반의 흐름: AMD(Meta 향 맞춤형 MI450) 및 구글(자체 TPU) 역시 비용 부담을 줄이기 위해 이…
상반기에 마케팅비 쏟았는데 이정도면 뭐 하반기도 괜찮을듯 다만 상반기에 환율이 1,500원인데 지금 1,400원이니까 환율도 좀 고려해야 할듯
2026.08.06 14:06:06 기업명: 휴젤(시가총액: 3조 4,292억) A145020 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 1,379억(예상치 : 1,266억+/ 9%) 영업익 : 560억(예상치 : 510억/ +10%) 순이익 : 433억(예상치 : 421억+/ 3%) **최근 실적 추이** 2026.2Q 1,379억/ 560억/ 433억 2026.1Q 1,166억/ 476억/ 406억 2025.4Q 1,191억/ 578억/ 398억 2025.3Q 1,059억/ 474억/ 380억 2025.2Q 1,103억/ 567억/ 382억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260806900161 회사정보: https://finance.naver.com/…
오우 굿
2026.08.06 14:46:00 기업명: BGF리테일(시가총액: 2조 2,625억) A282330 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 24,268억(예상치 : 24,358억/ 0%) 영업익 : 849억(예상치 : 766억/ +11%) 순이익 : 568억(예상치 : 558억+/ 2%) **최근 실적 추이** 2026.2Q 24,268억/ 849억/ 568억 2026.1Q 21,204억/ 381억/ 293억 2025.4Q 22,924억/ 643억/ 498억 2025.3Q 24,622억/ 976억/ 793억 2025.2Q 22,901억/ 694억/ 528억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260806800234 회사정보: https://finance.…
“주가 떨어지니 약속도 취소”… 휴가철 카드 소비 12.9% 급감 https://biz.chosun.com/topics/topics_social/2026/08/06/XTME5OAYKRDBXK3NV6LCU5B6WI/
Showing the 12 most recent of 17 posts we hold for @stockrnd. 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 posts조선코인
@ChosunCrypto1 · 3,7671 post💻반도체 소부장💻[그로쓰리서치]
@growth_semi · 7,5481 post습관이 부자를 만든다. 🧘
@habit4117 · 27,5121 post[하나 이준호] AI/디지털자산/인터넷/게임
@internetgameLJH · 3,7781 postKK Kontemporaries
@kkkontemp · 18,4781 post메리츠 음식료/유통 김정욱
@meritz_fnb · 4,6301 postTNBfolio
@TNBfolio · 24,6191 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 13 August 2026 — this entry's latest reading, not the date you are reading this.
“푸앨 뉴스 저장소” (@stockrnd), 1,350 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/stockrnd.
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.