📌 한국콜마(시가총액: 2조 6,745억) #A161890 📁 연결재무제표기준영업(잠정)실적(공정공시) 2026.08.12 09:15:17 (현재가 : 113,300원, +5.0%) 매출액 : 8,613억(예상치 : 8,312억+/ 4%) 영업익 : 1,103억(예상치 : 952억/ +16%) 순이익 : 628억(예상치 : 694억/ -10%) **최근 실적 추이** 매출/영업익/순익/예상대비 OP 2026.2Q 8,613억/ 1,103억/ 628억/ +16% 2026.1Q 7,280억/ 789억/ 600억/ -4% 2025.4Q 6,555억/ 478억/ 609억/ -14% 2025.3Q 6,830억/ 583억/ 424억/ -11% 2025.2Q 7,308억/ 735억/ 418억/ +17% 공시링크: https://dart.fss.or…

Channel
Stock Trip
@stocktrip
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
7,269subscribers
-2 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001863728198 |
|---|---|
| Type | Channel |
| Username | @stocktrip |
| Description | 소비재 위주 아이디어와 데이터, 관심사들을 공유합니다. 블로그도 운영하고 있습니다 https://m.blog.naver.com/stocktrip- 본 채널 외 아무것도 운영하지 않습니다. 매수, 매도 추천하지 않으며, 채널에서 언급하는 종목은 보유 중일 수 있기에 주주 편향이 있을 수 있습니다. 본 채널에서 언급하는 종목은 보유 중일 수 있으며 언제든 매도할 수 있습니다 그 어떠한 경우에도 투자에 대한 판단과 책임은 본인에게 있습니다. |
| Created | Between 1 October 2022 and 31 August 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 11 August 2026 |
| Measurements held | 2 |
| Confirmed unchanged | 2 times, most recently 11 August 2026 |
| On Telegram | t.me/stocktrip |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 7 Aug 2026, 23:17 | 7,269 | -2 |
| 7 Aug 2026, 04:46 | 7,271 | first reading |
Engagement
37 posts held, back to 18 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 10 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 18.4%
- avg views ÷ 7,269 subscribers
- Avg views / post
- 1,330
- 37 posts measured
- Reaction rate
- 0.083%
- reactions ÷ views · ER floor
- Posts in window
- 37
- of 37 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 16 of 37 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 12 August 2026 |
|---|---|
| Posts held | 37 (18 July 2026 – 12 August 2026) |
| Views total | 49,359 |
| Reactions total | 21 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Aug 2026, 02:12 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
- ≈1,920
- Videos
- ≈19
- Links
- ≈2,010
Lifetime counters from Telegram’s own channel header, read 12 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
21 reactions across 15 posts, in 3 distinct kinds. The most used accounts for 81.0% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 17 | 81.0% | |
| 👌 | 3 | 14.3% | |
| 🗿 | 1 | 4.76% |
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 16 of the 37 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 21reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 37 most recent posts we hold, published 18 July 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
🔴 펌텍코리아(시가총액 : 6,156억) 📁 연결재무제표기준영업(잠정)실적(공정공시) 2026.08.11 16:16 매출액 : 1,168억(예상치 : 1,110억, +5.3%) 영업익 : 217억(예상치 : 194억, +11.5%) 순이익 : 211억(예상치 : 130억, +61.4%) * 최근 실적 (기간/ 매출/ 영업익/ 순익) 2026.2Q : 1,168억/ 217억/ 211억 2026.1Q : 918억/ 130억/ 188억 2025.4Q : 771억/ 83억/ 23억 2025.3Q : 977억/ 153억/ 132억 2025.2Q : 1,054억/ 194억/ 131억 - 어닝 서프라이즈(+11.5%) - 최근 5개분기 최대 영업익 - 최근 5개분기 최대 영업이익률(18.5%) 공시링크 : https://dart.fss.or.kr…
얼마나 좋으면 충당금 GOAT까지 잘나와버려
2026.08.11 15:48:25 기업명: 코스맥스(시가총액: 2조 3,834억) A192820 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 7,949억(예상치 : 7,398억+/ 7%) 영업익 : 737억(예상치 : 696억/ +6%) 순이익 : 487억(예상치 : 423억+/ 15%) **최근 실적 추이** 2026.2Q 7,949억/ 737억/ 487억 2026.1Q 6,820억/ 530억/ 438억 2025.4Q 6,010억/ 409억/ 879억 2025.3Q 5,856억/ 427억/ 107억 2025.2Q 6,236억/ 608억/ 218억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260811800420 회사정보: https://finance.naver.co…
★ 신세계 2Q26 컨퍼런스 콜 요약 ▶️ 2Q26 실적 발표 - 연결 총매출액 3조 1,414억원(+8.5% yoy) - 순매출액 1조 7,804억원(+5.1% yoy) - 영업이익 1,671억원 (+918억, yoy) - 순이익 1,070억원 (+987억, yoy) - 백화점 영업이익 증가율 확대 - 인바운드 수요 확대 및 신규 고객 유입 증가, 본점 리뉴얼 기반으로 2분기 매출 성장세 강화 - 매출 신장율(거래액 기준) 전체 : : 22%(1Q) -> 27%(2Q) 외국인 (인바운드 증가 등) : 90%(1Q) -> 149%(2Q) 내국인(신규 고객 유입 등) : 18%(1Q) -> 22%(2Q) 본점(명품관 리뉴얼) : 55%(1Q) -> 77%(2Q) - 사업전문화, 경영체질 개선 통한 자회사 수익성 개선 지속 - 면세…
▶️ Q&A Q. 면세점 2분기 수익성 ? A. 면세점 시내점 : 매출 전년대비 증가,대량 쪽 할인율 관리와 수익성 개선으로 QoQ 1%p 개선, YoY 2배 이상 개선 공항점 : DF2 철수로 손익 효과 월 80억 정도 Q. 8월 백화점 매출 동향 A. 8월 매출동향은 6,7월 가전 고신장으로 백화점 매출 견인, 8월 달로 가전 수요 완화로 매출성장률 소폭 둔화 명품은 20%대 신장, 패션 10% 초반 신장 백화점 수익성 : 매출성장률이 2분기보다 둔화될 수 있으나, 두자릿수 이상 신장 예상 수익성, 영업이익률 좋아질 것으로 봄 Q. 백화점 vip 매출비중이 40% 이상, VIP 매출성장률과 백화점 기존점 성장률 흐름? A. 전체신장률과 VIP 매출신장률이 비슷 신규고객의 유입이 매출에 기여한 부분이 많음 vip와 vip가 아닌 그…
가만보면 소부장이라고 소비재 오를 때 안오르다가 이제 소부장 올라도 안오르는 저주에 걸림
👌1
#백화점 - 3사 순매출 비교
#신세계 - 7월 월 매출 6,114억 (YoY +14.2%) - 3월에도 느꼈는데 증시랑은 크게 상관 없는 것 같긴 함
#신세계 - 2Q26 매출액 1.79조, 영업이익 1,671억 기록. 재산세 제외하면 약 2,200억 정도의 영업이익 기록했을 것으로 추정 - 백화점 2Q26 총매출 2.02조 (YoY +15.5%) 순매출 7,385억 (YoY +18.1%) 영업이익 1,088억 (OPM 14.7%) - 거래액 기준 1Q +22%, 2Q +27%. 내국인 1Q +18%, 2Q +22% - 명품 +41%, 생활 +22%, 패션 10% 성장 - 외국인 매출 전사 YoY +149% 성장, 비중 8.2% (YoY +4.0%p), 본점 +394%, 강남 +47%, 센텀 +160%, 7월 외국인 매출 +120% - 면세가 DF2 철수하고 수익성이 의미있게 좋아져서 OPM 6.1% 달성
❤1
자회사가 속 안썩이는 유일한 놈. 신인터가 그래도 지누스나 하이마트보단 낫다..
🔴 신세계(시가총액 : 4.1조) 📁 연결재무제표기준영업(잠정)실적(공정공시) 2026.08.11 13:38 매출액 : 17,804억(예상치 : 17,778억, +0.1%) 영업익 : 1,671억(예상치 : 1,509억, +10.7%) 순이익 : 1,070억(예상치 : 741억, +44.4%) * 최근 실적 (기간/ 매출/ 영업익/ 순익) 2026.2Q : 17,804억/ 1,671억/ 1,070억 2026.1Q : 18,471억/ 1,978억/ 1,454억 2025.4Q : 19,337억/ 1,725억/ -691억 2025.3Q : 16,361억/ 998억/ 483억 2025.2Q : 16,938억/ 753억/ 83억 - 어닝 서프라이즈(+10.7%) 공시링크 : https://dart.fss.or.kr/dsaf001/main.do…
❤1
Showing the 12 most recent of 37 posts we hold for @stocktrip. 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 — 851,128 of 1,151,006entries 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.
Republishes
Channels on the register whose posts this channel has forwarded.
@darthacking · 64,3503 posts한화 유통/의류/지주 이진협
@jinhyeoblee · 4,1993 posts건설/조선/리츠 | 강경태 | 한국투자증권
@enc210406 · 9,3242 posts[대신증권 유통/의류 유정현]
@retail_analyst · 2,7492 posts다올 의료기기/화장품 박종현
@alexppark · 8,0161 postBZCF | 비즈까페
@bzcftel · 9,9721 postd'Alba Global IR Channel
@dalba_ir · 1,5821 postDS Tech 이수림
@dssemicon · 4,9671 post[유진]전력기기/미드스몰캡 허준서
@jsheo · 5,3831 post아트합시다.
@Korea_value · 5,5021 post교보 음식료/화장품 권우정
@kyobofnbcosmetic · 5,1541 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 7 August 2026 — this entry's latest reading, not the date you are reading this.
“Stock Trip” (@stocktrip), 7,269 subscribers as measured 7 August 2026. Telegram Register, tgregister.com/channel/stocktrip.
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.