[KB/화학/전우제] GS 사상 최대 실적 기록했으나, 데이터센터 이야기나 좀 할게요 ▶ Buy, TP 15만원 (상향) - 정유업 Super-Cycle + AI DC 리레이팅 ▶ 2Q OP 1.7조원, 컨센서스 +53%. - 수출비중 높아 경쟁 정유사들 압도하며 사상 최대 실적 기록 ▶ AI데이터센터 사업 분석: 보장된 이익과 성장으로 리레이팅: 3~4년내 NP +50~200% 추가할 것. 인프라 확보되어있어 필요 시 추가 수주도 가능해 보임 ■ 보고서: https://bit.ly/4wkqyhu

Channel
KB/화학/배터리 전우제
@wchun0222
On this record: Growth · Engagement · Posts · Citations · Cite this entry
4,951subscribers
+0 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 | -1001349697245 |
|---|---|
| Type | Channel |
| Username | @wchun0222 |
| Created | 6 May 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 7 August 2026 |
| Last confirmed live | 12 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 12 August 2026 |
| On Telegram | t.me/wchun0222 |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Aug 2026, 17:46 | 4,951 | -2 |
| 10 Aug 2026, 02:41 | 4,953 | +2 |
| 7 Aug 2026, 06:20 | 4,951 | no change |
| 7 Aug 2026, 04:31 | 4,951 | first reading |
Engagement
27 posts held, back to 16 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 8 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 43.0%
- avg views ÷ 4,951 subscribers
- Avg views / post
- 2,130
- 27 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 27
- of 27 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 11 August 2026 |
|---|---|
| Posts held | 27 (16 July 2026 – 11 August 2026) |
| Views total | 57,475 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Aug 2026, 05:03 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
2Q26 정유/화학 실적 * 컨센서스는 7월 7일 기준 7/7(화) ▽LG에너지솔루션: 1,133억 (vs.컨센 1,883억) *AMPC 2,410억 QoQ 흑자전환, YoY -77% *실적 컨퍼런스콜 7/30 예정 7/22(수) ▽유니드: 242억 (vs. 컨센 343억) QoQ -5%, YoY -26% ▽OCI: 433억 (vs. 컨센 481억) QoQ +56%, YoY 흑자전환 7/23(목) ▽OCI홀딩스: 1,081억 (vs. 컨센 1,257억) QoQ +895%, YoY 흑자전환 ▲국도화학: 480억 (vs. 컨센 243억) QoQ +366%, YoY +185% 7/27(월) ▲SKC: -144억 (vs.컨센 -187억) QoQ 적자축소, YoY 적자축소 7/29(수) 송원산업: 398억원 QoQ +50%, YoY 흑자전환…
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중동을 둘러싼 지정학적 불안이 다시 고조되면서 10일 국제유가가 5% 넘게 급등했다. 미국과 이란의 호르무즈 해협 재개 협상이 교착 상태에 빠진 가운데 예멘 후티 반군과 우크라이나의 에너지 시설 공격까지 겹치며 공급 차질 우려가 커졌다. 미국의 전략비축유마저 43년 만에 최저 수준으로 떨어지면서 글로벌 원유 시장의 공급 불안이 커지고 있다. 이란은 지난 8일 호르무즈 해협 개방의 선결 조건으로 지난 6월 체결한 종전 업무협약(MOU) 내용을 크게 넘어서는 수준의 6개 요구사항을 미국 측에 내걸었다. 미국 대통령은 이란이야말로 과거 저지른 테러와 자국 내 시위대 살해 등에 대해 배상해야 한다고 맞불을 놓고 있다. 중동 지역의 추가적인 공급 차질 우려도 유가 상승 압력을 키웠다. 친이란 성향의 예멘 후티 반군은 전날 사우디아라비아 지잔 지역…
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[KB/화학/전우제] 코오롱인더 예상보다 빠른 고부가 사업들의 Full 가동 ▶ Buy, TP 11.8만원 (유지) ▶ 2Q OP 987억원 (컨센서스 대비 +26%) 화학 긍정적 래깅, 아라미드/CPI 가동률↑ ▶ 3Q OP 591억원 추정. 부정적 래깅에 단기 감익되나, CPI/mPPO 추가 개선은 유효 ▶ 2026년 OP +181% 고성장 전망 유지. 펀더멘털은 그대로, 밸류에이션 매력 부각 ■ 보고서: https://bit.ly/3TQwZvi
[KB/화학/전우제] 금호석유화학 실적, 재무, 주주환원 정책 훌륭함. 주가 빼고 다 좋음 ▶ Buy, TP 18만원 (유지) ▶ 2Q OP 3,390억원 (컨센서스 +131%) - NP 3,004억원. 순현금에 가까운 재무구조 ▶ 3Q OP 1,036억원 (+23% YoY). 판가/환율 하락에도 견조한 실적 기대 ■ 보고서: https://bit.ly/4g168nO
[KB/화학/전우제] 롯데케미칼 ECC와 정유 JV를 보유해 이익 방어 ▶ Buy, TP 8.5만원 (하향) ▶ 2Q OP 1,101억원. 컨센서스 -15% - NP 2,192억원. ECC & 정유JV 보유 효과 ▶ 3Q OP -719억원. - 화학 마진은 다시 200$/톤 수준으로 하락. 글로벌 가동차질 -20~-30% 대비 아쉬워 - 이에, 2027년 이후 실적에 대해 고민해볼 필요. 구조조정은 Mix 개선 효과가 대부분일 것 ■ 보고서: https://bit.ly/4xuUyIM
2Q26 정유/화학 실적 * 컨센서스는 7월 7일 기준 7/7(화) ▽LG에너지솔루션: 1,133억 (vs.컨센 1,883억) *AMPC 2,410억 QoQ 흑자전환, YoY -77% *실적 컨퍼런스콜 7/30 예정 7/22(수) ▽유니드: 242억 (vs. 컨센 343억) QoQ -5%, YoY -26% ▽OCI: 433억 (vs. 컨센 481억) QoQ +56%, YoY 흑자전환 7/23(목) ▽OCI홀딩스: 1,081억 (vs. 컨센 1,257억) QoQ +895%, YoY 흑자전환 ▲국도화학: 480억 (vs. 컨센 243억) QoQ +366%, YoY +185% 7/27(월) ▲SKC: -144억 (vs.컨센 -187억) QoQ 적자축소, YoY 적자축소 7/29(수) 송원산업: 398억원 QoQ +50%, YoY 흑자전환…
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[KB/화학/전우제] DL 최대 실적 달성. 2026~28년 P/E 3배, P/B 0.2배 ▶ Buy, TP 8.3만원 (유지). 2026~28년 추정, P/E 3배, P/B 0.2배 ▶ 2Q OP 2,565억원, 사상 최대 실적. 윤활기유 첨가제 및 미국 발전소 실적 강세 ▶ 3Q OP 1,928억원 (+54% YoY), 유가 조정 가정해도, 전사 사업부 시황 강세 ■ 보고서: https://bit.ly/4hbB478
[KB/화학/전우제] S-Oil 2Q 회계적 손실. “정제마진 강세 흐름은 한동안 지속될 것” ▶ Buy, TP 16.7만원 (유지). - 3Q/4Q 증익 가능성 열어놔야 ▶ 2Q OP: 9,650억원. 컨센 +1% - 경쟁사 대비 아쉽지만, 회계/정기보수 손실 ▶ 3Q/4Q OP: 0.9조/1.3조원 추정 - 봉쇄 지속 시 3Q 증익. - 4Q 상한제 보상금 예상 ▶ 컨퍼런스 콜: 정제마진/윤활기유 강세 지속 예상, 재무 목표 달성해 배당 인상 가능성 ■ 보고서: https://bit.ly/4pU0M2c
Showing the 12 most recent of 27 posts we hold for @wchun0222. 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 — 892,287 of 1,345,403entries 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.
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.
“KB/화학/배터리 전우제” (@wchun0222), 4,951 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/wchun0222.
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.