Channel name was changed to «[한투증권 강경태] 조선/기계(기자재)»

Channel
건설/조선/리츠 | 강경태 | 한국투자증권
@enc210406
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Cite this entry
9,408subscribers
+114 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001209615760 |
|---|---|
| Type | Channel |
| Username | @enc210406 |
| Description | 건설과 조선 업종 자료 공유 |
| Created | Between 1 March 2018 and 31 August 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 5 November 2026 |
| Measurements held | 24 |
| Confirmed unchanged | 1 time, most recently 5 November 2026 |
| On Telegram | t.me/enc210406 |
Topic
Other / unclassifiable — 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 87% 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, 03:38 | 9,408 | +21 |
| 1 Nov 2026, 23:26 | 9,387 | -3 |
| 29 Oct 2026, 17:50 | 9,390 | +12 |
| 27 Oct 2026, 01:06 | 9,378 | +2 |
| 24 Oct 2026, 04:59 | 9,376 | -9 |
| 21 Oct 2026, 08:37 | 9,385 | -5 |
| 17 Oct 2026, 22:38 | 9,390 | -5 |
| 15 Oct 2026, 01:10 | 9,395 | -12 |
| 12 Oct 2026, 01:59 | 9,407 | -10 |
| 5 Oct 2026, 08:58 | 9,417 | +4 |
| 18 Sept 2026, 02:40 | 9,413 | +9 |
| 14 Sept 2026, 06:00 | 9,404 | +24 |
| 10 Sept 2026, 14:20 | 9,380 | +44 |
| 5 Sept 2026, 15:57 | 9,336 | +3 |
| 1 Sept 2026, 16:55 | 9,333 | -2 |
| 29 Aug 2026, 20:34 | 9,335 | +6 |
| 26 Aug 2026, 10:46 | 9,329 | +3 |
| 23 Aug 2026, 09:42 | 9,326 | -3 |
| 19 Aug 2026, 13:32 | 9,329 | -9 |
| 16 Aug 2026, 21:37 | 9,338 | first reading |
Engagement
126 posts held, back to 31 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 39 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 21.3%
- avg views ÷ 9,408 subscribers
- Avg views / post
- 2,010
- 37 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 40
- of 126 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 6 November 2026 |
|---|---|
| Posts held | 126 (31 July 2026 – 6 November 2026) |
| Views total | 74,308 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Nov 2026, 09:55 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
- ≈1,400
- Links
- ≈2,210
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: 12 of 40 posts held from the last 30 days (30.0%) 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).
[조선 및 건설 업종 커버리지 밸류에이션] 2026년 11월 6일 종가 기준
[한화엔진 3Q26 실적 PT 주요 내용]
File, posted without a caption
2026년 3분기 실적 Preview 리포트에서 위 방법으로, 제조간접비 배부차이 조정액을 30억원으로 추정했습니다. 제조간접비(보험료 등)는 경영계획 상 연간치를 두고 가동일수에 따라 예정배부하는데요. 실제 지출되는 금액은 조업일수와 관계없이 월마다 동일한 금액이 지출됩니다 그 차이를 매출원가에 가감하는 작업이 배부차이 조정이며, 이번 실적 하회 요인입니다. 조업일수가 증가하는 4분기에는 다시 매출원가에서 차감되는 요소입니다.
소통한 내용을 공유드리면, 위에서 추정한 하회 요인 중 첫번째 요인, 즉 근무일수 감소(하계 휴가, 추석)에 따른 제조간접비 배부차이 조정액이 기존 예상보다 큰 폭으로 증가한 점이 이번 실적 하회 요인입니다. 회계적인 작업인데, 이는 4분기 때 그대로 플러스 요인으로 돌아오는 조정치입니다. 환율 하락에 따른 영업이익 감소 영향은 없었습니다.
Preview를 통해 당시 컨센서스였던 610억원을 15% 하회할 것이라 말씀드렸는데요. 현재 컨센서스는 550억원으로 하향 조정됐지만, 잠정치는 이를 26% 하회합니다. 컨퍼런스콜을 따로 진행하지 않기 때문에, 곧 IR팀과 소통해서 정리드리겠지만 하회 요인을 추정하면 1) 제조간접비 배부차이 조정액 2) 환율 하락에 따른 실적 감소 효과 두 가지가 더 커진 것으로 보입니다.
[한화엔진 3Q26 잠정 실적 공시] 컨센서스 대비 @ 매출액: 부합 @ 영업이익: 25.8% 하회
2030년 납기 가용 슬롯을 가스선 위주로 채워가고 있습니다.
[HD현대중공업 상선 수주 공시] @ 선종: 암모니아 운반선(VLAC) @ 수량: 4척 @ 선가: 117.5백만달러/척
[한투증권 강경태] 조선 텔레그램: http://t.me/enc210406 보고서 링크: https://buly.kr/90e37Y1 미국 중간선거 결과에 따른 한국 조선주 영향 점검 ■ 부정적인 영향: 미국 프로젝트 중심의 한국 조선사 LNG 운반선 수주 파이프라인 약화 우려 - 미국 걸프만 지역 신규 LNG 수출 터미널의 최종투자결정(FID) 지연에 따른 LNG 운반선 신조 발주 시점 지연 우려 - 미국은 전 세계 추진 중인 LNG 프로젝트 물량의 53.2%(255Mtpa)를 차지하는 한국 조선사의 최대 수주 파이프라인 지역으로, 환경영향평가 및 인허가 절차 강화 시 프로젝트 사업화 지연 및 2029년 이후 납기 영업 환경 악화 전망 - 적정 수주잔고 확보를 위한 신조선 계약 선가 양보 가능성 및 바스켓 선가 약세 우려가 선거 이…
[한투증권 강경태] 2026년 11월 6일 (금) 📈가격 동향 • WTI 91.1달러/배럴(+3.3%) • 천연가스 2.9달러/MMBtu(-0.9%) 『커버리지 주가』 <건설> • DL이앤씨 -0.4% • 현대건설 -5.0% • GS건설 -2.6% • 대우건설 -1.9% • 삼성E&A -1.8% <건자재> • 한샘 +2.7% <디벨로퍼> • SK디앤디 -0.9% <리츠> • 신한알파리츠 +0.0% • 디앤디플랫폼리츠 +0.7% • 이리츠코크렙 +0.5% • 이지스밸류리츠 -1.3% • SK리츠 -2.5% • NH올원리츠 -0.2% • 이지스레지던스리츠 +1.7% • 롯데리츠 -3.2% • ESR켄달스퀘어리츠 +0.0% • 코람코라이프인프라리츠 -0.8% <조선> • HD한국조선해양 -2.6% • HD현대중공업 -4.4% • 한…
Showing the 12 most recent of 126 posts we hold for @enc210406. 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
@enc210406 edited 1 post 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
- 10 August 2026
- Most recent edit
- 10 August 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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Republishes
Channels on the register whose posts this channel has forwarded.
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.
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.
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.
“건설/조선/리츠 | 강경태 | 한국투자증권” (@enc210406), 9,408 subscribers as measured 5 November 2026. Telegram Register, tgregister.com/channel/enc210406.
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.