Обзоры, инвестидеи и комментарии от аналитиков Т-Инвестиций
https://www.tbank.ru/invest
Размещаемая информация не является индивидуальной инвестиционной рекомендацией
Регистрация в перечене РКН: https://l.tbank.ru/higridenged
Created
Between 1 August 2021 and 31 January 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated.
9 measurements spanning 7 days, net -51. 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 72,917–72,997 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)
Subscribers
Change
12 Aug 2026, 15:43
72,936
+10
11 Aug 2026, 12:43
72,926
-19
10 Aug 2026, 14:12
72,945
-25
9 Aug 2026, 11:51
72,970
-4
8 Aug 2026, 10:11
72,974
-12
7 Aug 2026, 12:50
72,986
-2
6 Aug 2026, 15:41
72,988
+1
6 Aug 2026, 01:35
72,987
no change
5 Aug 2026, 22:52
72,987
first reading
Engagement
29 posts held, back to 3 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 18 pagesof Telegram’s post history, 20 posts per page.
ERR · 30 days
8.34%
avg views ÷ 72,936 subscribers
Avg views / post
6,080
29 posts measured
Reaction rate
0.347%
reactions ÷ views · ER floor
Posts in window
29
of 29 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.
What these figures were computed from
Window
Rolling 30 days · latest post in window 13 August 2026
Posts held
29 (3 August 2026 – 13 August 2026)
Views total
176,443
Reactions total
613
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
13 Aug 2026, 07:25 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
≈3,190
Links
≈1,940
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
471 reactions across 23 posts, in 8 distinct kinds. The most used accounts for 39.5% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
186
39.5%
👍
132
28.0%
🔥
88
18.7%
🍓
28
5.94%
custom 5228821549838000334
11
2.34%
👎
10
2.12%
🤔
9
1.91%
🏆
7
1.49%
Custom emoji. One row above is a Telegram custom emoji, which the public preview renders as an element carrying only a numeric id — no character, and no image we can reach. The id is printed as-is rather than substituted with a look-alike glyph, because a stand-in would be our invention showing where a measurement should be. The count beside it isTelegram’s.
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 29 of the 29 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 613reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 29 most recent posts we hold, published 3 August 2026 to 13 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.
Telegram Stars
Stars received
2
across the posts below
Posts paid on
2
of 29 we hold a reading for · 7%
Most on one post
1
single highest reading
A paid reaction is a reader spending Telegram Stars — bought with money — on a post by @t_analytics_official. Telegram publishes the count on the public post preview alongside ordinary reactions, and this register reads it there. It is the only figure on this site that measures money moving rather than attention.
Stars are not reactions, and the two are never added. They are rendered in the same strip on Telegram and counted in the same shape, but one is a tap and the other is a purchase. The reaction totals and the engagement rate elsewhere on this page exclude every figure in this section, and no rate here is computed against a reaction count.
This is not revenue, and we publish no currency figure. What a Star costs a reader and what it pays a channel are different numbers, Telegram takes a share we cannot observe, and the terms have changed. Converting a Star count into money would be an estimate dressed as a measurement, so the count is where we stop.
Counted over the 29 most recent posts we hold for this entry, published 3 August 2026 to 13 August 2026. Star counts above 1,000 reach us in Telegram’s short form and carry the same three-significant-figure rounding as everything else on this page.
🔔 Очередная сильная отчетность Сбера
Сбер во втором квартале 2026 года в очередной раз показал существенный рост чистой прибыли и один из лучших уровней рентабельности капитала в секторе.
Главное из отчета для инвесторов
🟡Чистая прибыль во втором квартале ускорила рост до 21% год к году. Рентабельность капитала составила 24% — это один из лучших показателей компании за последние кварталы.
🟡Основные драйверы увели…
⭐ Как облигации помогают управлять портфелем в разных фазах рынка
В новом выпуске подкаста Академии инвестиций обсуждаем:
🟡почему за рынком облигаций стоит следить, даже если в портфеле преимущественно акции;
🟡какие сигналы в облигациях могут предупредить о будущих движениях на рынке;
🟡как облигации помогают пережить кризис;
🟡что нужно знать перед покупкой облигаций — рекомендация главы аналитики Т-Инвестиций по…
⚡Что происходит с российским ритейлом
Спрос пока остается устойчивым, но ритейлеры уже столкнулись с проблемами, которые давят на рентабельность.
Что происходит в продовольственном секторе
🟡Динамика потребления во втором квартале ускорилась. В первую очередь — за счет непродовольственного сегмента. Однако спрос на продовольствие также вырос за счет увеличения скидок ритейлеров.
🟡По итогам второго полугодия мы ждем…
➡️ Инвесторы сохраняют осторожность
Мы собрали данные по пяти крупнейшим фондам денежного рынка России и посмотрели, как менялись дневные притоки и оттоки ликвидности за последние 12 месяцев
📈 Сентябрь приближается, а тренд на притоки в фонды денежного рынка усиливается. В июле были сильные оттоки из облигационных фондов — вероятно, значительная часть ликвидности перешла в более консервативный инструмент.
Ожидая к…
Лента продолжает расти быстрее конкурентов, но активная M&A-стратегия пока давит на прибыль и рентабельность.
Ключевые результаты квартала:
📐Выручка выросла на 28,8% г/г благодаря развитию собственной сети и консолидации Реми, Дом Ленты и О’кей.
📐EBITDA прибавила лишь 2,9% г/г — рост расходов почти полностью компенсировал сильную динамику выручки.
📐Рентабельность по EBITDA снизилась до 6,7% (−1,7 п.п. г/г) из-за ме…
Рынок акций 3–7 августа: долго ли продлится рост
За неделю индекс Мосбиржи вырос на 2,5%, завершив пятничные торги на отметке 2281 пунктов.
В середине недели индекс впервые с начала июля закрывался выше 2 300 пунктов, однако удержать этот уровень не смог.
Что произошло?
Значимую поддержку индексу могло оказать ослабление рубля на прошлой неделе:
🟡курс доллара США прибавил 1,9%;
🟡курс юаня прибавил 2,1%.
Давление…
💯 Инвесторы выбирают короткие выпуски: что происходит на рынке корпоративных облигаций
На прошлой неделе кривые доходности корпоративных облигаций продолжили подстраиваться под кривую бескупонной доходности ОФЗ.
В основном это связано с активными покупками коротких облигаций.
Такое резкое сжатие кредитных спредов может быть обманчивым. Избыточный рост стоимости корпоративного долга вместе с кредитными рисками може…
⤴️ Как получить 10% доходности за три месяца на акциях Норникеля
Запускаем краткосрочную идею «лонг Норникеля». Полагаем, что сейчас наступила удачная точка входа для покупки бумаг эмитента, поскольку акции могут продолжить догонять недавний рост цен на металлы. Катализатором для переоценки выступят ожидания по возобновлению дивидендов.
На что мы делаем ставку
🟡Акции Норникеля не полностью отыграли рост цен в метал…
⤴️ Сохранит ли Хэдхантер устойчивость по итогам второго квартала
Хэдхантер планирует представить финансовые результаты 14 августа. Мы ожидаем, что темпы роста выручки компании не изменятся, а рентабельность сохранится на устойчивом уровне.
🏦 Марьяна Лазаричева, глава аналитики Т-Инвестиций по рынку акций:
«Пока темпы роста выручки компании остаются весьма скромными на фоне охлаждения рынка труда. Основным драйвером…
После июльского роста рынок ОФЗ перешел в режим затишья: объемы торгов снизились более чем вдвое — с 24 млрд до 9 млрд рублей в день. Следующий важный ориентир — заседание Банка России 11 сентября и свежие данные по инфляции.
В таких условиях на первый план выходит купонный доход. Мы выделяем несколько выпусков на ближайший месяц.
ОФЗ с плавающим купоном:
📐ОФЗ 29007 — 1,35% за месяц;
📐ОФЗ 29008 — 1,34%;
📐ОФЗ 29027…
10–14 августа: на что обратить внимание инвесторам
Макроэкономика и рубль
🟡Курс рубля, по нашим прогнозам, будет в интервале 12–12,4 руб./юань и 82–84 руб./доллар.
🟡ЦБ опубликует Обзор рисков финансовых рынков за июль — 10 августа. Он будет включать в себя объемы операций компаний на валютном рынке.
🟡Росстат опубликует данные по ценам — 12 августа. Будут представлены данные по недельному приросту ИПЦ, а также полн…
Выбираем эмитентов по фундаментальным показателям: самое интересное за неделю
🟡Чем Яндекс удивил инвесторов в отчете за второй квартал и стоит ли присмотреться к акциям сейчас
🟡Как увеличение числа заказов помогло Озону снова превзойти ожидания рынка
🟡Почему мы ожидаем снижения экспортной привлекательности российской стали и что это значит для Северстали, НЛМК и ММК
🟡Как X5 отчитается за второй квартал и как диви…
👍9❤7🔥7👎3
Showing the 12 most recent of 29 posts we hold for @t_analytics_official. 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.
Stars beside a post are paid reactions — Telegram Stars, bought with money and spent on that post. They are a different unit from reactions and are never added to them, here or anywhere else on this page.
Citation-graph rank
Citation-graph rank — 19,903 of 1,169,250entries 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.
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 6 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.
Named by
Channels on the register whose posts name this channel's handle.
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.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
Т-Инвестиции @tb_invest_official · 530,656 Telegram ranks this channel #6 of 93 here — alongside 92 others — read 9 August 2026
Т-Банк @tbank · 338,070 Telegram ranks this channel #8 of 90 here — alongside 89 others — read 10 August 2026
Альфа-Инвестиции @alfa_investments · 712,105 Telegram ranks this channel #14 of 86 here — alongside 85 others — read 8 August 2026
СберИнвестиции @SberInvestments · 254,364 Telegram ranks this channel #24 of 92 here — alongside 91 others — read 10 August 2026
ВТБ Моя Аналитика @omyinvestments · 212,989 Telegram ranks this channel #37 of 95 here — alongside 94 others — read 11 August 2026
Альфа-Капитал @alfacapital · 215,869 Telegram ranks this channel #39 of 89 here — alongside 88 others — read 11 August 2026
This channel appears in 6 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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.
“Аналитика Т-Инвестиций” (@t_analytics_official), 72,936 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/t_analytics_official.
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.