한국타이어앤테크놀로지(161390.KS/매수): 기대 이상의 3분기, 관세는 다음 과제 [하나증권 자동차 Analyst 송선재] ■ 역풍 속에서도 믹스와 판가로 수익성 방어 - 투자의견 BUY, 목표주가 8.0만원을 유지 - 3분기 실적은 윈터/EV 판매 확대와 고인치 비중 상승으로 시장 기대치를 상회 - 4분기는 수익성이 낮아지겠지만, 믹스개선과 판가 인상으로 만회할 것 - 2027년은 테네시/헝가리 공장의 증설 물량이 가세, 추가 판가 인상도 검토될 수 있음 - 12월 확정될 유럽 상계관세로 관세 부담 늘어나나 생산지 재배치로 노출을 줄일 것 - 중국 업체 대비 낮은 관세율은 점유율 확대의 계기가 될 것 - 리스크는 한온시스템의 2대 주주인 한앤코오토홀딩스의 풋옵션 행사 시 3,503억원의 지분을 추가 매입해야함 - 행사가 5,200원…
Content that also appears on other registered channels
Posts published here appear word for word on 2 other registered channels. They sit inside a group of 5 channels that share the same post bodies with each other. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @HanaResearch/20131 · this entry5 Aug 2026, 06:39 UTC | @hanaglobalbottomup/88045 Aug 2026, 06:39 UTC | 1.00 | under a minute |
| @hanaglobalbottomup/88096 Aug 2026, 00:37 UTC | @HanaResearch/20146 · this entry6 Aug 2026, 00:37 UTC | 1.00 | under a minute |
| @HanaResearch/20152 · this entry6 Aug 2026, 07:18 UTC | @hanaglobalbottomup/88136 Aug 2026, 07:18 UTC | 1.00 | under a minute |
| @HanaResearch/20158 · this entry6 Aug 2026, 23:24 UTC | @hanaglobalbottomup/88176 Aug 2026, 23:25 UTC | 1.00 | under a minute |
| @HanaResearch/20131 · this entry5 Aug 2026, 06:39 UTC | @globaletfi/209775 Aug 2026, 07:49 UTC | 1.00 | 70 minutes |
| @HanaResearch/20152 · this entry6 Aug 2026, 07:18 UTC | @globaletfi/209996 Aug 2026, 15:01 UTC | 1.00 | 7.7 hours |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @hanaglobalbottomup | 7 (7/7 hand-verifiable sample passed) | 1.00 | under a minute | @hanaglobalbottomup (5–2) |
| @globaletfi | 5 (5/5 hand-verifiable sample passed) | 1.00 | 59 minutes | this entry (5–0) |
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. 1 of the 1 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.
“Published first” means first in this corpus. We hold 31 comparable posts for this entry, running 5 August 2026 to 7 August 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
- Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
- 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
- shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
- Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Across the whole group of 5, the earliest publisher we hold is @hanaglobalbottomup. That is a statement about our reading window, not a claim of authorship.
