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Channel

하나증권 리서치

@HanaResearch

On this record: Topic · Observations · Also posting the same content · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Posts recorded as deleted · Citations · Cite this entry

25,135subscribers

+678 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001147595657
TypeChannel
Username@HanaResearch
Description하나증권 주요 소식 및 리서치 자료 공유
Created7 June 2017 — measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live6 November 2026
Measurements held58
Confirmed unchanged1 time, most recently 6 November 2026
On Telegramt.me/HanaResearch

Topic

Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 10 August 2026 and assigned it the closest of 31 fixed categories, at 73% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.

Observations

These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.

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.

Matching posts — open both and compare (6 of the pairs behind the counts below)
Posted firstThenOverlapGap
@HanaResearch/20131 · this entry5 Aug 2026, 06:39 UTC@hanaglobalbottomup/88045 Aug 2026, 06:39 UTC1.00under a minute
@hanaglobalbottomup/88096 Aug 2026, 00:37 UTC@HanaResearch/20146 · this entry6 Aug 2026, 00:37 UTC1.00under a minute
@HanaResearch/20152 · this entry6 Aug 2026, 07:18 UTC@hanaglobalbottomup/88136 Aug 2026, 07:18 UTC1.00under a minute
@HanaResearch/20158 · this entry6 Aug 2026, 23:24 UTC@hanaglobalbottomup/88176 Aug 2026, 23:25 UTC1.00under a minute
@HanaResearch/20131 · this entry5 Aug 2026, 06:39 UTC@globaletfi/209775 Aug 2026, 07:49 UTC1.0070 minutes
@HanaResearch/20152 · this entry6 Aug 2026, 07:18 UTC@globaletfi/209996 Aug 2026, 15:01 UTC1.007.7 hours
Every channel this entry shares post bodies with
ChannelMatching postsText overlapTypical gapPublished first
@hanaglobalbottomup7 (7/7 hand-verifiable sample passed)1.00under a minute@hanaglobalbottomup (5–2)
@globaletfi5 (5/5 hand-verifiable sample passed)1.0059 minutesthis 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.

Recorded under the keys clone_mutual · clone_source, last confirmed 7 August 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.

Also posting the same content

This channel’s posts match, word for word or near enough, posts on 4 other registered channels, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.

Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.

Growth

24,45625,14424,8006 August 2026 — 24,457 subscribers6 August 2026 — 24,457 subscribers6 August 2026 — 24,456 subscribers7 August 2026 — 24,472 subscribers8 August 2026 — 24,480 subscribers10 August 2026 — 24,493 subscribers11 August 2026 — 24,488 subscribers12 August 2026 — 24,486 subscribers13 August 2026 — 24,492 subscribers14 August 2026 — 24,494 subscribers17 August 2026 — 24,499 subscribers18 August 2026 — 24,507 subscribers19 August 2026 — 24,513 subscribers20 August 2026 — 24,523 subscribers22 August 2026 — 24,537 subscribers23 August 2026 — 24,612 subscribers25 August 2026 — 24,650 subscribers26 August 2026 — 24,666 subscribers26 August 2026 — 24,667 subscribers28 August 2026 — 24,672 subscribers29 August 2026 — 24,668 subscribers30 August 2026 — 24,684 subscribers31 August 2026 — 24,697 subscribers1 September 2026 — 24,706 subscribers2 September 2026 — 24,701 subscribers3 September 2026 — 24,734 subscribers5 September 2026 — 24,750 subscribers8 September 2026 — 24,761 subscribers11 September 2026 — 24,767 subscribers13 September 2026 — 24,821 subscribers14 September 2026 — 24,851 subscribers16 September 2026 — 24,929 subscribers19 September 2026 — 24,968 subscribers26 September 2026 — 25,003 subscribers4 October 2026 — 25,072 subscribers8 October 2026 — 25,090 subscribers13 October 2026 — 25,119 subscribers14 October 2026 — 25,126 subscribers15 October 2026 — 25,130 subscribers18 October 2026 — 25,127 subscribers19 October 2026 — 25,128 subscribers20 October 2026 — 25,127 subscribers22 October 2026 — 25,144 subscribers23 October 2026 — 25,139 subscribers24 October 2026 — 25,126 subscribers25 October 2026 — 25,127 subscribers26 October 2026 — 25,123 subscribers27 October 2026 — 25,126 subscribers28 October 2026 — 25,129 subscribers29 October 2026 — 25,128 subscribers30 October 2026 — 25,133 subscribers31 October 2026 — 25,136 subscribers1 November 2026 — 25,132 subscribers2 November 2026 — 25,125 subscribers3 November 2026 — 25,124 subscribers4 November 2026 — 25,135 subscribers5 November 2026 — 25,134 subscribers6 November 2026 — 25,135 subscribers25,1356 August 20266 November 2026
58 measurements spanning 92 days, net +678. 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 24,353–25,247 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 58
Measured (UTC)SubscribersChange
6 Nov 2026, 06:1925,135+1
5 Nov 2026, 08:5925,134-1
4 Nov 2026, 06:4925,135+11
3 Nov 2026, 06:3725,124-1
2 Nov 2026, 09:5425,125-7
1 Nov 2026, 08:4625,132-4
31 Oct 2026, 05:5925,136+3
30 Oct 2026, 08:1725,133+5
29 Oct 2026, 07:1925,128-1
28 Oct 2026, 02:5125,129+3
27 Oct 2026, 05:2625,126+3
26 Oct 2026, 05:0825,123-4
25 Oct 2026, 03:1625,127+1
24 Oct 2026, 05:1725,126-13
23 Oct 2026, 02:5525,139-5
22 Oct 2026, 05:1125,144+17
20 Oct 2026, 19:2825,127-1
19 Oct 2026, 15:3725,128+1
18 Oct 2026, 12:4425,127-3
15 Oct 2026, 14:0425,130first reading

Engagement

573 posts held, back to 5 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 132 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
5.06%
avg views ÷ 25,135 subscribers
Avg views / post
1,270
254 posts measured
Reaction rate
—
this channel exposes no reaction counts
Posts in window
254
of 573 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
WindowRolling 30 days · latest post in window 6 November 2026
Posts held573 (5 August 2026 – 6 November 2026)
Views total323,013
Reactions total—
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken6 Nov 2026, 23:01 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
≈3,390
Links
≈17,700

Lifetime counters from Telegram’s own channel header, read 6 November 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.

Recent posts

Telegram’s own ‘edited’ marker: 13 of 254 posts held from the last 30 days (5.12%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).

6 Nov 2026, 12:55 UTC628 viewsread 6 November 2026

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…

6 Nov 2026, 10:17 UTC740 viewsread 6 November 2026
Forwarded from @internetgameLJH

[AI/인터넷 x 유틸리티 x 건설 x 미래산업 콜라보 인뎁스, 하나증권 AI/디지털자산/인터넷/게임 이준호] '데크크2 (한국데센 정상영업합니다)' 리포트: https://tinyurl.com/5yxkrc8b ✅AI/인터넷: 기대치를 높이자 국내 AI DC는 대규모 개발 계획 발표 이후 자금조달, 인허가, 시공 및 컴퓨팅 공급 계약을 구체화하는 단계로 진입했다. 미국 중간선거의 결과가 민주당의 승리로 끝나면서 AI DC 규제로 연방, 주 차원에서 전력망 증설 비용의 사업자 부담 강화, 신규 건설, 증설 중단의 가능성이 높아졌다. 리스크 회피를 위해 미국 외 지역 AI DC 구축 증가가 예상되며 국내도 수혜를 볼 것으로 예상한다. 기존 2030년까지 추가로 필요한 국내 AI DC 추가 공급 유효 수요 추정치의 Base 시나리오 3.0~…

6 Nov 2026, 06:37 UTC783 viewsread 6 November 2026
Forwarded from @HANAchina

하나증권 중국/신흥국전략 김경환(T.02-3771-7616) *텔레그램 채널 : https://t.me/HANAchina ◈[김경환의 China Weekly] 민주당 압승과 홍콩 증시 상승, 우연일까? ▶자료: https://bit.ly/484rzAH • 트럼프의 참패와 블루 웨이브, 중화권 증시 저가매수 촉발 : 11월 첫주 초반 증권 당국의 증시 안정 대책에도 담담했던 중화권 증시는 미국 중간선거의 결과를 계기로 4일 본토 반도체 과창50지수가 9.9%, 항셍테크지수는 5거래일 누적 10.6% 상승하며 강하게 반등하는 모습을 보임. 10월 이후 중국 본토는 로컬 기관의 극단적인 기술주 청산의 여진이 지속되었고, 홍콩은 내수주 로테이션에도 불구하고 본토와 외국인 자금 유출이 지속되며 본격적인 반등의 계기를 찾지 못함. 물론, 중국과 홍콩…

6 Nov 2026, 01:48 UTC≈1,260 viewsread 6 November 2026
Forwarded from @hanaglobalbottomup

하나증권 중국기업분석 백승혜/안기량 *텔레그램 채널: https://t.me/hanaglobalbottomup [Hana China Weekly] 공급망 병목 심화되고 있는 AI 인프라 업종 ▶자료: https://buly.kr/1cCDyMs ◆3분기 실적 리뷰: AMEC, 화홍반도체, 메타엑스, Eoptolink ◆업데이트 산업&기업: 반도체, AI 인프라, 전기차/이차전지, AI 소프트웨어, 소비, 로보틱스 ◆주요 기업 이슈 - AMEC(688012.CH): 3Q26 실적 - 일부 부품 공급 차질로 매출 컨센서스 크게 하회 - 화홍반도체(1347.HK): 3Q26 실적 - 매출/GPM 가이던스 상단 상회, 화리마이크로 인수로 GPM 레벨 크게 상승 - 광모듈 산업: 핵심 부품 공급 부족으로 실적 기대치 하향 (위 문자의 …

5 Nov 2026, 22:53 UTC≈1,950 viewsread 6 November 2026

[하나증권 유통/화장품 박종대] •BGF리테일(282330.KS/Neutral): 3Q26 Re: 너무 낮은 성장률(26.11.06) ■3분기 영업이익 1,008억원(YoY 3%) 기록 - 3분기 연결 매출 2조 5,152억원(YoY 2%), 영업이익 1,008억원(YoY 3%, OPM 4.0%)으로 시장 기대치(OP 1,063억원) 소폭 하회 - 전년도 소비쿠폰 높은 베이스에도 IP 활용한 차별화 히트상품, 외국인 객수 확대에 힘입어 가공식품 중심 안정적 매출 성장 - 영업이익, 최초로 연결 기준 1,000억원 달성 - 부산 물류센터 준공 감가상각비 증가, 유가 상승에 의한 물류비 상승(합산 +25억원 내외 추정)에도 상품 믹스 개선을 통한 이익률 상승(YoY +0.3%p)으로 수익성 개선세 지속 - 종속회사 별도 영업이익 합계 141…

5 Nov 2026, 14:53 UTC≈1,320 viewsread 6 November 2026
Forwarded from @ITforYouFromHana

[하나증권 반도체 김록호/박규연] Industry Research 자료링크: https://vo.la/yhiKtBW 반도체(Overweight): 데이터센터 관련 과도한 우려 ■ 중간선거 민주당 승리로 인한 주가 과락 - 2026년 11월 미국 중간선거에서 민주당이 상·하원 주도권을 확보하면서 AI 데이터센터 규제 강화 및 세제 혜택 축소 우려로 미국과 한국, 대만 등 글로벌 반도체 주가가 급락. 주 정부 차원의 전력 사용 및 데이터센터 건설 규제가 강화될 수 있다는 우려가 반영된 것으로 판단 - 특히 AI 인프라 투자가 집중된 텍사스, 조지아, 오하이오 등에서 데이터센터 인허가 요건 강화, 전력망 확충 비용의 기업 부담 전환, 환경 규제 등으로 신규 데이터센터 건립이 지연될 가능성이 부각. 반면 AI 투자 확대에 따른 과다 지…

5 Nov 2026, 13:20 UTC≈1,380 viewsread 6 November 2026
Forwarded from @yskoh1

한국금융지주(071050.KS/매수): 3Q26 Re - 비우호적 시장 환경에 따른 실적 부진 자료 링크: https://tinyurl.com/3fna4xvv □ 2026년 3분기 실적 컨센서스 44% 하회 3분기 지배주주순이익은 2,823억원으로 컨센서스(5,014억원)를 43.7% 하회, 3분기 연환산 ROE는 8.3%(YoY -16.4%p, QoQ -21.8%p) 기록. BK 및 WM 수익 감소와 보유자산 평가손실 확대가 실적 부진의 주요 원인 [브로커리지] 위탁매매 수수료손익은 2,078억원(YoY +62.7%, QoQ -40.6%) 기록. 국내외 증시 거래대금 급소로 수수료수익은 축소됐으나, 국내주식 M/S는 13.3%로 QoQ 1.2%p 상승한 점은 긍정적. 국내주식과 해외주식 수수료수익은 각각 QoQ 36%, 37% 감소 …

5 Nov 2026, 12:45 UTC≈3,590 viewsread 6 November 2026

하나증권 제약/바이오 김선아 SK바이오팜(326030.KS/BUY) [실적은 확인했고, 이제 Opakalim 이벤트 (3Q26 Re)] ▶ 리포트: https://buly.kr/BeNPgVU ▶ 엑스코프리 달러 기준 QoQ 4.9% 성장, 용역 수익으로 이익 서프라이즈 - 3Q26 매출 2,584억원, 영업이익 1,163억원. 컨센서스 대비 매출 1%, 영업이익 22% 상회 - 엑스코프리 매출 QoQ-0.4%는 환율 5% 하락 영향, 달러 기준 QoQ+4.9% 성장 - 일회성 마일스톤 289억원(당사 추정 221억원)이 3Q에 대부분 인식 - 미국 판관비가 상당부분 달러로 발생해 환율 하락에 의한 이익 발생 - 누적 매출 $441.3M으로 가이던스 76% 달성. 보수적 추정 $590M으로 가이던스 $580M 달성 무난 ▶ 4Q 비용은…

5 Nov 2026, 12:38 UTC916 viewsread 6 November 2026

토요타(7203.JP): 실적 호조, 가이던스 상향, 자사주 소각, 로보틱스 본격화 [하나증권 자동차 Analyst 송선재] ■ FY2Q26 실적(2026.7~9): 판매 flat (YoY), 영업이익 +34% (YoY) - 토요타 도매판매는 236.4만대(flat (YoY)) - 지역별로는 일본 +2%, 북미 flat, 유럽 +3%, 아시아 -3%, 기타 -3% - 토요타/렉서스만의 소매판매는 250.7만대(-4% (YoY)) - 친환경차의 판매는 140.1만대(+16%), 비중 55.9%(+9.9%p (YoY)) - HEV +10% (YoY), 비중 48.3% - 전기차 18.9만대 +80% (YoY), 비중 7.5%(+3.5%p) - 연결 매출액/영업이익/순이익은 ¥13.44조(+9%)/¥1.13조(+34%)/¥0.76조(-19%) …

5 Nov 2026, 12:20 UTC813 viewsread 6 November 2026

[하나증권 유틸/상사/전력기기/조선 유재선] 유틸리티(Overweight): 천붕우출 □ 하늘이 무너질 때 솟아날 수 있는 자는 일부 일부 특이사항 제외 시 한국전력이 사실상 유일한 전력구매자이기 때문에 국내 발전시장의 외형은 한국전력 전력판매수익을 상단으로 볼 수 있다. 한국전력 입장에서 지역별 전기요금 차등요금제 시행에 따른 매출 감소 예상분 2.8조원을 만회할 수 있는 방법은 민간 발전사의 수익을 낮추는 것 외에 없다. 지역별 SMP는 비수도권 발전사업자 입장에서 긍정적 요소가 없는 이벤트다. 발전자회사와 달리 민간 발전사의 이익 보전 장치가 없기 때문에 제도 시행 시 실적 둔화로 이어진다. 바꿀 수 없는 발전소 위치에 따라 2027년 수익 방향이 결정된다. 도소매 전력가격 하락을 강제하는 변화에도 피해를 최소화할 수 있는 수도권 소…

5 Nov 2026, 12:11 UTC798 viewsread 6 November 2026

한온시스템(018880.KS/중립): 원가는 해냈고, 이제 수주의 차례 [하나증권 자동차 Analyst 송선재] ■ 수주 증가를 통해 성장성이 확인되면 투자의견 상향 가능 - 투자의견 Neutral, 목표주가 3,900원 유지 - 3분기 영업이익은 원가절감 노력에 힘입어 기대치를 상회(+8%), 당기순이익은 큰 폭 하회 - 4분기는 고객사 생산 증가와 재료비율 하락, 2027년에는 추가적인 수익성 개선이 이어짐 - EPS가 303원으로 크게 회복될 전망이고 신사업도 2028년부터 기여할 것 - 투자의견 Neutral 유지의 이유는, 1) 높지 않은 Valuation 매력도 2) 아직 회복되지 않은 성장성 3) 현재 FCF를 지속 가능하다고 보기 이름 - 투자의견 상향 조건은 성장성 확인, PCS/SST의 정식 수주 확정, ROE가 10%를…

5 Nov 2026, 11:43 UTC834 viewsread 6 November 2026
Forwarded from @internetgameLJH

[넷마블 3분기 리뷰, 하나증권 AI/인터넷/게임 이준호] '시간이 필요하다' 리포트: https://tinyurl.com/3mdjt9ee ✅3Q26 Re: 컨센서스 하회 - 넷마블은 3분기 연결 기준 영업수익 6,347억원(-8.8%YoY, -15.3%QoQ), 영업이익 504억원(-44.6%YoY, -37.1%QoQ, OPM 7.9%)으로 컨센서스를 하회. 3분기 신작 부재에 상반기 출시작들의 반등이 이뤄지지 않은 영향 - 3분기 영업비용은 5,843억원(-3.4%YoY, -12.7%QoQ)를 기록. 매출 대비 지급수수료율은 33.0%(+0.7%pYoY, +1.6%pQoQ). 매출의 8%를 차지한 [SOL: enchant]의 개발사 정산금 지급 영향. 매출 대비 마케팅비 비율은 22.5%를 기록, 상반기에 이어 20% 이상이 유지…

Showing the 12 most recent of 573 posts we hold for @HanaResearch. 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.

Posts edited after publishing

@HanaResearch edited 7 posts after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.

An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.

First edit seen
11 August 2026
Most recent edit
3 November 2026

Posts recorded as deleted after publishing

We recorded 2 posts on @HanaResearch as deleted — posts this register held that were missing from the channel’s public page on two separate reads, taken from different network addresses at least an hour apart.

A deletion is not wrongdoing. This register can see that a post it held is no longer on the channel’s public page, and when — not why. Expired ad placements, reposts, rotating links and corrections all look the same. This is a count of recorded detections, not an exact total: it misses deletions we could not see, because only a post we held and later re-read inside the page can be seen to go, and it may include a small number of wrong records. How this is measured.

First seen missing
18 August 2026
Most recent seen missing
3 November 2026
Median time before seen missing
16 hours
Seen missing in the last 30 days
1

Forward network

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 3 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.

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 6 November 2026 — this entry's latest reading, not the date you are reading this.

“하나증권 리서치” (@HanaResearch), 25,135 subscribers as measured 6 November 2026. Telegram Register, tgregister.com/channel/HanaResearch.

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.