[기업][한국타이어앤테크놀로지] 한국타이어앤테크놀로지(161390.KS/매수): 기대 이상의 3분기, 관세는 다음 과제 📌 종목: 한국타이어앤테크놀로지 (161390) | BUY (유지) | 현재가 61,900원 | 목표주가 80,000원 📊 핵심 투자포인트 - 원가 부담에도 불구하고 윈터/EV 타이어 판매 확대와 고인치 비중 상승을 통해 수익성을 방어함 - 2027년에는 믹스 및 판가 효과 지속과 테네시 및 헝가리 공장 증설 물량 가세로 성장 기대 - 유럽의 중국산 타이어 상계관세 부과 시 상대적으로 낮은 관세율로 인해 점유율 확대 기회가 될 수 있음 - 현 주가는 P/E 6배 초반 및 기대 배당수익률 5% 중반으로 저평가 국면 판단 - 한온시스템 풋옵션 행사 관련 약 3,053억원의 지분 추가 매입 자금 소요는 단기 리스크 요인 📈 …
![Telegram profile photo for [주식] 증권사 리포트](https://cdn.tgregister.com/av/5b/5b4a25452a5c0097414d6ea35ddc91a1223c61d069b7d734430584f39d71f03f.jpg)
Channel
[주식] 증권사 리포트
@companyreport
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
10,205subscribers
+8 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001277688539 |
|---|---|
| Type | Channel |
| Username | @companyreport |
| Description | 증권시장 기업리포트 [안드로이드앱][주식리포트!] 기업 정보를 모아서 빠르게 http://www.stockinfo7.com/etc/app/stockreport |
| Created | Between 1 April 2018 and 31 July 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 6 November 2026 |
| Measurements held | 58 |
| Confirmed unchanged | 2 times, most recently 6 November 2026 |
| On Telegram | t.me/companyreport |
Topic
Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 60% 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.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 5 Nov 2026, 20:26 | 10,205 | +1 |
| 4 Nov 2026, 23:05 | 10,204 | -3 |
| 4 Nov 2026, 00:28 | 10,207 | -2 |
| 2 Nov 2026, 23:27 | 10,209 | +2 |
| 1 Nov 2026, 22:54 | 10,207 | -5 |
| 31 Oct 2026, 21:56 | 10,212 | -2 |
| 30 Oct 2026, 19:51 | 10,214 | -2 |
| 29 Oct 2026, 19:58 | 10,216 | +8 |
| 28 Oct 2026, 18:00 | 10,208 | +33 |
| 27 Oct 2026, 21:16 | 10,175 | -7 |
| 26 Oct 2026, 17:39 | 10,182 | +3 |
| 25 Oct 2026, 20:55 | 10,179 | -3 |
| 24 Oct 2026, 20:55 | 10,182 | -9 |
| 23 Oct 2026, 19:05 | 10,191 | +3 |
| 22 Oct 2026, 17:50 | 10,188 | -2 |
| 21 Oct 2026, 16:00 | 10,190 | -2 |
| 20 Oct 2026, 11:56 | 10,192 | -2 |
| 19 Oct 2026, 12:20 | 10,194 | +6 |
| 18 Oct 2026, 14:37 | 10,188 | +1 |
| 17 Oct 2026, 16:27 | 10,187 | first reading |
Engagement
610 posts held, back to 7 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 44 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 1.60%
- avg views ÷ 10,205 subscribers
- Avg views / post
- 163
- 139 posts measured
- Reaction rate
- 0.676%
- reactions ÷ views · ER floor
- Posts in window
- 139
- of 610 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. It is computed over the 1 of 139 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 6 November 2026 |
|---|---|
| Posts held | 610 (7 August 2026 – 6 November 2026) |
| Views total | 22,677 |
| Reactions total | 1 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Nov 2026, 21:08 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
- ≈560
- Videos
- ≈1
- Links
- ≈115,000
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.
Reaction mix
15 reactions across 14 posts, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 15 | 100.0% |
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 15 of the 610 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 15 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 610 most recent posts we hold, published 7 August 2026 to 6 November 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.
Recent posts
Telegram’s own ‘edited’ marker: 0 of 139 posts held from the last 30 days (0%) 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).
[기업][상신이디피] 상신이디피(091580.KQ) : 오래 기다려온 중대형 CAN 턴어라운드 📌 종목: 상신이디피 (091580) | Not Rated | 현재가 22,150원 | 목표주가 없음 [핵심 투자포인트] - 원형 및 각형 배터리 CAN 전문 제조업체로 삼성SDI를 주요 고객사로 확보 - 공정 개선, 원가 절감, 중국 공장 생산 중단 등을 통한 체질 개선으로 본격적인 실적 턴어라운드 달성 - 미국 ESS 시장 성장에 대응하기 위해 인디애나 거점을 확보하고 자동화 라인 구축 - 46파이 원형 CAN 등 신규 고객사 다변화 잠재력 보유 [실적 전망] 2026년 매출 3,300억원 / 영업이익 248억원 / 영업이익률 7.5% 2027년 매출 4,250억원 / 영업이익 440억원 / 영업이익률 10.4% [결론] 상신이디피는 미국…
[기업][비나텍] 비나텍(126340.KQ) : 흥옌 가동 개시, 3,485억원 수주가 매출로 전환된다 📌 종목: 비나텍 (126340) | Not Rated | 현재가 76,600원 | 목표주가 없음 [📊 핵심 투자포인트] - 데이터센터향 대규모 수주(총 3,485억원)가 신공장 가동과 함께 본격적인 매출로 전환 중 - 베트남 흥옌 신공장 준공으로 연말 생산능력 4,000억원 이상으로 확대 및 4분기부터 실적 반등 전망 - GPU 연산 부하에 대응하기 위한 엔비디아 향 서버 랙용 슈퍼커패시터(LIC) 시장 진입 추진 (2027년 납품 목표) - 발전 설비에서 서버 랙 내부로 제품 적용 범위가 확장되며 중장기 성장 동력 확보 [📈 실적 전망] 2025년 매출 822억원 / 영업이익 18억원 / 영업이익률 2.2% 2026년 매출 1,43…
[기업][라온텍] 라온텍(418420.KQ) : AR보다 먼저 온 광통신, LCoS의 두 번째 전방이 열렸다 📌 종목: 라온텍 (418420) | Not Rated | 현재가 2,710원 | 목표주가 N/A원 📊 핵심 투자포인트 - AR 글래스와 광통신을 모두 겨냥한 LCoS(Liquid Crystal on Silicon) 마이크로 디스플레이 백플레인 및 구동 SoC 팹리스 업체 - 광통신용 파장선택스위치(WSS)향 LCoS 백플레인 수주가 전년 대비 약 8배 규모로 증가하며 데이터센터향 공급 본격화 - 해외 스마트글라스 부품 업체와의 FLCoS 개발 계약 및 방산향 AR 공급 가시화로 전장·방산 분야로 적용처 다변화 - 하반기부터 광통신 수주 물량이 매출에 반영되고, AR 공급 확대와 맞물려 실적 개선세 기대 📈 실적 전망 2024년 …
[기업][혜인] 혜인(003010.KS) : 3.9MW급 이상 비상발전기 시장 내 성장 잠재력 📌 종목: 혜인 (003010) | Not Rated | 현재가 8,140원 | 목표주가 N/A원 [핵심 투자포인트] - 글로벌 건설기계 및 엔진 브랜드(캐터필라, 메쪼, 융하인리히 등)의 국내 딜러사로 건설기계, 엔진, 부품 공급 및 정비 사업 영위 - 캐터필라(CAT) 엔진을 기반으로 국내 데이터센터 비상발전기 엔지니어링 사업 확대 중 (현대건설과 464억원 규모 포항 AI 데이터센터 비상발전기 공급 계약 체결) - 3.9MW급 이상 비상발전기 시장에서 국내 높은 점유율을 확보하고 있으며, 단일 데이터센터 규모 대형화에 따른 수혜 기대 - 육상 및 해상 발전기 시장의 성장과 더불어 엔진 조달 리드타임 장기화에 따른 향후 2년 사업 가시성 확보…
[시장] 데이터센터 (Overweight): 데크크2 (한국데센 정상영업합니다) 📌 종목: NAVER (035420) | BUY | 현재가 190,200원 | 목표주가 400,000원 📊 핵심 투자포인트 - 풀스택 레퍼런스와 안정적 현금흐름 보유 - 각 세종 증설 및 브룩필드와 컴퓨팅 인프라 확보 계약 체결 - 2029년 130MW 이상 가동 목표 및 글로벌 AI DC 공급 지연 수혜 기대 📈 실적 전망 [연도] 매출 [금액] / 영업이익 [금액] / 영업이익률 [%] [연도] 매출 [금액] / 영업이익 [금액] / 영업이익률 [%] [연도] 매출 [금액] / 영업이익 [금액] / 영업이익률 [%] 💡 결론 국내 AI 데이터센터는 대규모 개발 계획에서 자금조달과 시공이 구체화되는 실행 단계로 진입했습니다. NAVER는 안정적인 현금흐름…
[시장] 음식료/담배(Overweight): Weekly Comment: 중소형주 3Q26 Re(현그린/CJ프레시웨이) + 10월 수출 Re 📌 종목: 음식료/담배 섹터 (N/A) | BUY&Hold | 현재가 N/A원 | 목표주가 N/A원 [핵심 투자포인트] - 음식료 업종은 지수 약세 속 방어주 역할을 충실히 수행하며 코스피 대비 우수한 아웃퍼폼 흐름 지속 - KT&G는 향후 4년간 총 5조원 규모의 주주환원 정책(배당 증액 및 자사주 매입/소각 상시화)을 발표하며 배당 가시성 부각 - 삼양식품은 3분기 우려 대비 견조한 실적을 기록했으며, 4분기 및 내년 유럽 거래선 조정을 통한 유의미한 성장 모멘텀 기대 - 10월 라면 수출 데이터가 전년 동월 대비 32.8% 증가하는 등 주요 품목 중심의 유의미한 수출 성장세 유지 [실적 전망]…
[기업][씨에스윈드] [재생에너지] 씨에스윈드 - 호재에 민감해질 주가 🔗 원문보기 https://stockinfo7.com/stock/report/url/139245
[특징주] 2026-11-06 코스닥/코스피 특징주 정리(오늘) https://stockinfo7.com/article/special/2060
[공시] 2026-11-06 공시 정리(오늘) https://stockinfo7.com/article/dart/2022
[리포트] 2026-11-06 종목(기업) 리포트 정리(오늘) https://stockinfo7.com/article/report/733
[단독] 2026-11-06 단독 뉴스 정리(오늘) https://stockinfo7.com/article/only/1941
Showing the 12 most recent of 610 posts we hold for @companyreport. 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.
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 2 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 5 November 2026 — this entry's latest reading, not the date you are reading this.
“[주식] 증권사 리포트” (@companyreport), 10,205 subscribers as measured 5 November 2026. Telegram Register, tgregister.com/channel/companyreport.
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.