Channel
@Badonions_earning
On this record: Growth · Engagement · Posts · Citations · Cite this entry
552subscribers
+35 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
| Telegram ID | -1004387165014 |
|---|---|
| Type | Channel |
| Username | @Badonions_earning |
| Created | Between 1 June 2026 and 6 August 2026 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 13 September 2026 |
| Measurements held | 8 |
| Confirmed unchanged | 1 time, most recently 13 September 2026 |
| On Telegram | t.me/Badonions_earning |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 13 Sept 2026, 09:19 | 552 | +7 |
| 6 Sept 2026, 09:38 | 545 | +9 |
| 28 Aug 2026, 16:34 | 536 | +5 |
| 21 Aug 2026, 00:05 | 531 | +2 |
| 13 Aug 2026, 15:37 | 529 | +11 |
| 6 Aug 2026, 18:32 | 518 | no change |
| 6 Aug 2026, 10:01 | 518 | +1 |
| 6 Aug 2026, 04:37 | 517 | first reading |
20 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 page of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 20 posts for this entry, the most recent from 6 August 2026. An engagement rate over an empty window would be a number about nothing.
#Banking - NII R$20.9B(+15.7% YoY), Gross NIM 9.1% / Net NIM 4.5% 안정 - 확장대출자산 R$1.137조(+11.6% YoY) — 개인 +8.4%, 기업 +14.1%, 담보중심 성장 - 충당금(LLP) R$9.99B(+22.6% YoY), 90일연체율 4.3%(+0.2%p YoY) #Forward_Look (컨센) - 차기 분기 Rev +5.7% YoY, EPS +32.7% YoY #Comments 🟢 순이익 10분기 연속 성장, ROAE 확대 지속 🔴 90일연체율 소폭 상승(MSME 중심) + 브라질 고금리·가계부채 매크로 리스크 부각 - 핵심: 담보중심 대출확대로 리스크·수익성 균형 유지 가능할지 관건 ——— 📣 나쁜 양파 · t.me/Badonions
브라데스코 · $BBD · 2Q26 실적 (장중) 브라질 대형 민간은행 · 리테일·기업금융·보험 영위, 시총 $36.8B 장중 $3.44 🔴 -1.15% #Financial_Results 🟢 Rev R$37.6B (Est. R$37.19B, +1.1%) 🟢 순이익 R$7.1B (+16.2% YoY) 🟢 ROAE 16.2% (10분기 연속 개선) 🟢 효율성비율 46.5% (-3.4%p YoY 개선)
#Utilities - Sempra Texas(Oncor 지분 80.25%) 귀속이익 $346M (전년比 +66%) — 신규 기준요금 6/1 발효 효과 - Sempra California(SDG&E·SoCalGas) 귀속이익 $297M (전년比 +15%) - Sempra Infrastructure 귀속이익 $230M (전년比 +219%) — SI Partners 지분 45% KKR 매각 3분기 완료 예정 #FCF_CapEx (상반기 누적) - OCF $3.12B (전년 $2.27B) · CapEx $4.69B (전년 $4.64B) · FCF -$1.57B (전년 -$2.37B) - CapEx/OCF 150%, 텍사스·캘리포니아 유틸리티 중심 대규모 투자 지속 #ROIC (회계연도 기준) - 5.2% → 4.2% → 2.3% (증분 R…
Sempra · $SRE · 2026 2Q 실적 (장중) 캘리포니아·텍사스 전력·가스 유틸리티 지주사, LNG 인프라 사업 병행 · 시총 $58.1B 장중 $84.53 🔴 -0.15% #Financial_Results 🔴 Rev $2.997B (Est. 3.102B, -3.4%) 🟢 EPS $1.21 (Est. 1.04, +16.5%) 🟢 Adj EPS $1.16 (Est. 1.06, +9.8%)
#Copper_Ops - Gibraltar 구리 생산 30.3M lbs(+53% YoY), C1원가 $2.41/lb(전년 $3.14/lb 대비 개선), 2026 가이던스 110~115M lbs 유지 - Florence Copper 첫 풀분기 가동, 캐소드 5.2M lbs 생산(1분기 1.5M lbs에서 급증), C1원가 $4.72/lb, 2026 가이던스 30~35M lbs 유지 - 몰리브덴 부산물 크레딧 lb당 $0.65(가격 $29.63/lb), Gibraltar 원가부담 상쇄 #ROIC (회계연도 기준) - 8.9% → 3.3% → 5.3% (증분 ROIC 50.0%) - 투하자본 $1.0B → $1.1B → $1.3B (+18.2% YoY) #Forward_Look (컨센) - 차기 분기 Rev +60.8% YoY, EPS +…
트레코 메탈스(Trekor Metals) · $TGB · 26년 2분기 실적 (장전) 북미 구리 생산업체 · 지브롤터(BC)·플로렌스(AZ) 구리광산 운영 · 시총 $2.99B 종가 $8.18 🟢 +4.47% 장전 $8.33 🟢 +1.83% #Financial_Results ⚪ Rev $330.6M (Est. 331.6M, -0.3%) 🟢 Adj EBITDA $125.1M (+618% YoY, Q2'25 $17.4M) 🔴 Adj EPS $0.11 (Est. 0.117, -6.0%)
#Pipeline - ZUSDURI 매출 $50.4M(전분기 +73%), 활성 처방시설 1,444곳·처방의사 452명(반복처방 비중 45%↑, 전분기 40%) - JELMYTO 매출 $22.0M(전년동기 $24.2M, -9.1%), FY26 가이던스 $97M-101M 궤도 유지 - UGN-103 6개월 DOR 94.5%(Phase3 UTOPIA), NDA 3Q26 제출 예정·잠재 승인 2027. UGN-501은 FDA IND 승인, Phase1 4Q26 개시 예정 #ROIC (회계연도 기준) - 67.9% → 86.1% → 113.7% - 투하자본 $-0.1B → $-0.1B → $-0.1B (+0.0% YoY), NOPAT +0.0% #Forward_Look (컨센) - 차기 분기 Rev +175.3% YoY, EPS +92.9% Y…
UroGen Pharma(유로젠파마) · $URGN · 2026년 2분기 실적 (장전) 방광암·요로상피암 치료제 상업화 바이오텍, ZUSDURI 판매 중 — 시총 $2.26B 종가 $46.43 🟢 +16.31% 장전 $45.00 🔴 -3.08% #Financial_Results 🟢 Rev $72.5M (Est. $63.5M, +14.1%)
#ROIC (회계연도 기준) - 23.1% → 28.2% → 26.3% (증분 ROIC 0.0%) - 투하자본 $0.6B → $0.6B → $1.1B (+83.3% YoY), NOPAT +0.0% #Forward_Look (컨센) - 차기 분기 Rev +23.4% YoY, EPS +25.4% YoY #Comments 🟢 3분기 매출 가이던스 $277M–287M(중간값 +10.6% QoQ), non-GAAP EPS $2.70–2.85 – 성장 모멘텀 지속 🔴 총마진 56.5%, 전분기 57.7%·전년동기 57.8% 대비 하락 – 믹스 변화 원인 확인 필요 - 핵심: GAA 전환·첨단패키징 수요 확대가 다음 분기 마진 반등으로 이어지는지 관건 ——— 📣 나쁜 양파 · t.me/Badonions
노바(Nova) · $NVMI · 26년 2분기 실적 (장전) 반도체 박막·패키징 공정계측 솔루션 기업 · 시총 $12.79B 종가 $402.38 🔴 -2.69% 장전 $392.00 🔴 -2.58% #Financial_Results 🟢 Rev $254.96M (Est. $250.33M, +1.8%) 🔴 GPM 56.5% (Est. 59.0%, -2.5%p) 🟢 EPS $2.51 (Est. $2.41, +4.1%)
#Wholesale - Global Markets 순매출 ¥318.7B(Equities +82.6% ¥179.5B, FICC +11.4% ¥139.2B), IB 순매출 ¥50.4B(+33.0%) - Wholesale 세전이익 ¥93.3B(+122.7%), Cost-to-income비율 84%→75%로 개선 #Wealth_AM - Wealth Management 순매출 ¥145.4B(+37.5%), 세전이익 ¥71.1B(+83.4%), recurring revenue assets ¥31.7T(+13.6%) - Investment Management 순매출 ¥98.3B(+94.4%, Macquarie 인수 편입 효과), 세전이익 ¥45.0B(+109%) #Forward_Look (컨센) - 차기 분기 Rev +3.1% YoY, EPS +1.…
노무라홀딩스 · $NMR · 2Q26(4-6월) 실적 (장전) 일본 최대 증권사 겸 종합금융그룹, Wealth·Wholesale·자산운용 겸영 · 시총 $28.8B 종가 $9.93 🟢 +1.95% 장전 $9.92 🔴 -0.15% #Financial_Results 🟢 Net Revenue ¥686.7B (+31.2% YoY) 🟢 세전이익 ¥211.5B (+32.0% YoY) 🟢 순이익 ¥145.6B EPS ¥49.90 (Dil. ¥48.34) 🟢 ROE 15.4%
Showing the 12 most recent of 20 posts we hold for @Badonions_earning. 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.
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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.
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.
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 September 2026 — this entry's latest reading, not the date you are reading this.
“나쁜양파 실적알리미” (@Badonions_earning), 552 subscribers as measured 13 September 2026. Telegram Register, tgregister.com/channel/Badonions_earning.
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.