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Channel

메리츠증권 리서치

@meritz_research

On this record: Topic · Observations · Also posting the same content · Growth · Engagement · Posts · Citations · Cite this entry

27,238subscribers

+1,172 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-1001080918683
TypeChannel
Username@meritz_research
Created8 March 2017measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live4 September 2026
Measurements held29
Confirmed unchanged1 time, most recently 4 September 2026
On Telegramt.me/meritz_research

Topic

Other / unclassifiable — 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 67% 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 why it has no browse page of its own yet.

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. 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
@meritz_research/44313 · this entry5 Aug 2026, 08:40 UTC@meritz_fnb/44975 Aug 2026, 08:40 UTC1.00under a minute
@meritz_research/44315 · this entry5 Aug 2026, 09:22 UTC@meritz_fnb/44985 Aug 2026, 09:22 UTC1.00under a minute
@meritz_research/44329 · this entry6 Aug 2026, 08:58 UTC@meritz_fnb/45006 Aug 2026, 08:58 UTC1.00under a minute
@meritz_research/44331 · this entry6 Aug 2026, 10:00 UTC@meritz_fnb/45016 Aug 2026, 10:00 UTC1.00under a minute
@meritz_research/44332 · this entry6 Aug 2026, 10:18 UTC@meritz_fnb/45026 Aug 2026, 10:18 UTC1.00under a minute
@meritz_research/44346 · this entry7 Aug 2026, 04:58 UTC@meritz_fnb/45047 Aug 2026, 04:58 UTC1.00under a minute
Every channel this entry shares post bodies with
ChannelMatching postsText overlapTypical gapPublished first
@meritz_fnb8 (8/8 hand-verifiable sample passed)1.00under a minutethis entry (80)
@meritztelco5 (5/5 hand-verifiable sample passed)1.00under a minutethis entry (50)

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. None of the 0 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.

“Published first” means first in this corpus. We hold 32 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 3, the earliest publisher we hold is @meritz_research — which is this entry. That is a statement about our reading window, not a claim of authorship.

Recorded under the key 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 2 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

26,06627,23826,6526 August 2026 — 26,066 subscribers6 August 2026 — 26,066 subscribers6 August 2026 — 26,152 subscribers7 August 2026 — 26,415 subscribers8 August 2026 — 26,620 subscribers9 August 2026 — 26,748 subscribers10 August 2026 — 26,780 subscribers11 August 2026 — 26,813 subscribers12 August 2026 — 26,858 subscribers13 August 2026 — 26,884 subscribers15 August 2026 — 26,909 subscribers16 August 2026 — 26,933 subscribers17 August 2026 — 26,954 subscribers18 August 2026 — 26,976 subscribers19 August 2026 — 26,993 subscribers20 August 2026 — 26,994 subscribers21 August 2026 — 27,014 subscribers23 August 2026 — 27,082 subscribers24 August 2026 — 27,128 subscribers25 August 2026 — 27,160 subscribers26 August 2026 — 27,161 subscribers28 August 2026 — 27,176 subscribers29 August 2026 — 27,181 subscribers29 August 2026 — 27,177 subscribers30 August 2026 — 27,178 subscribers31 August 2026 — 27,202 subscribers1 September 2026 — 27,209 subscribers3 September 2026 — 27,235 subscribers4 September 2026 — 27,238 subscribers6 August 20264 September 2026
29 measurements spanning 29 days, net +1,172. 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 25,890–27,414 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 29
Measured (UTC)SubscribersChange
4 Sept 2026, 17:1727,238+3
3 Sept 2026, 00:3527,235+26
1 Sept 2026, 19:5327,209+7
31 Aug 2026, 21:2727,202+24
30 Aug 2026, 22:4727,178+1
29 Aug 2026, 23:2627,177-4
29 Aug 2026, 02:1527,181+5
28 Aug 2026, 00:5427,176+15
26 Aug 2026, 22:0727,161+1
25 Aug 2026, 19:5127,160+32
24 Aug 2026, 21:5327,128+46
23 Aug 2026, 05:2327,082+68
21 Aug 2026, 20:0527,014+20
20 Aug 2026, 16:3826,994+1
19 Aug 2026, 15:5326,993+17
18 Aug 2026, 18:5226,976+22
17 Aug 2026, 18:0626,954+21
16 Aug 2026, 16:5426,933+24
15 Aug 2026, 04:1426,909+25
13 Aug 2026, 18:2726,884first reading

Engagement

189 posts held, back to 5 August 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 59 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
6.81%
avg views ÷ 27,238 subscribers
Avg views / post
1,860
153 posts measured
Reaction rate
this channel exposes no reaction counts
Posts in window
153
of 189 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 2 September 2026
Posts held189 (5 August 20262 September 2026)
Views total283,822
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken4 Sept 2026, 12:42 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.

Recent posts

2 Sept 2026, 22:41 UTC≈2,260 viewsread 4 September 2026

📮[메리츠증권 전기전자/IT부품 양승수] 코리아써키트(007810): 시간을 주시면, 더 강해져 돌아옵니다 ▶ 2Q26 Review: 메모리 업황 호조 대비 아쉬운 실적 - 2Q26 연결 기준 실적은 매출액 4,072억원(+22.9% YoY), 영업이익 193억원(+127.7% YoY)을 기록, 당사 추정치를 40.8% 하회 - 연결 기준 실적이 별도 대비 크게 부진했는데, 이는 스마트폰 업황 둔화에 따른 자회사 인터플렉스의 실적 약세(영업손실 52억원)가 주요 원인으로 작용 - 별도 기준으로도 일부 원자재 수급 이슈에 따른 출하 지연과 패키지 사업 내 주 고객사향 매출 회복 지연으로 영업이익이 당사 추정치를 하회 - 다만 메모리 업황 호조에 힘입어 메모리 모듈 매출액이 큰 폭으로 증가하며 전년 대비 실적 성장세는 유지 ▶ 3분기

2 Sept 2026, 22:39 UTC≈1,660 viewsread 4 September 2026

📮[메리츠증권 ESG 이진아] 2026.9.3 (목) [The ESGverse] Buy the Change, Not the Score (요약본) https://tinyurl.com/mw95ujw2 Part 1. Governance Regime Shift: 자율에서 규율로 - 한국 자본시장의 거버넌스는 기업의 자율적 선언과 공시 중심에서, 실제 이행 여부를 시장이 점검하는 규율 체계로 이동중 - 국민연금 수탁자책임 이행점검 강화, 지속가능성 공시, 스튜어드십 코드 개정, 저PBR기업 공표가 연이어 도입 - 기업가치 제고에 대한 시장의 점검과 관여가 한층 강화될 전망 Part 2. 압력을 만드는 4개의 힘 - 국민연금 수탁자책임 이행점검 강화와 스튜어드십 코드는 책임투자와 주주관여의 실효성을 높임 - 지속가능성 공시와 저PBR 공표는

2 Sept 2026, 22:38 UTC≈1,660 viewsread 4 September 2026

📮[MERITZ Strategy Daily 전략공감2.0] 2026.9.3(목) [채권전략 윤여삼] Strategy Idea: 9월 FOMC 인상? 아직 가봐야 한다 - 잭슨홀 컨퍼런스 워시 의장 발언 매파적 해석, 9월 금리인상 확률 큰 폭으로 증가 - 인플레이션 통제 관점에서 1~2차례 인상은 건전한 대응일 수 있다는 의견 vs 큰 폭으로 증가하고 있는 부채의 양을 감안할 때 금융취약성을 높일 수 있는 위험도 무시할 수 없어 - 9월 FOMC에서 금리인상을 단행이 채권시장 자경단 후퇴와 시장금리 하락으로 연결되면 잡음 덜어낼 수 있으나 기대대로 움직이지 않을 경우 위험자산 더 위험해질 수 있어 주의 필요 (자료) https://tinyurl.com/2mcdv6ra [경제분석 RA 박민서] 오늘의 차트: 프랑스로 알아보는 재정 불

2 Sept 2026, 08:02 UTC≈1,890 viewsread 4 September 2026

📮[메리츠증권 유틸리티/건설 문경원] ▶[Company Brief] 두산퓨얼셀(336260) 돌격 나팔에 움츠러들지 마라 2026.9.2(수) (Report 링크) https://tinyurl.com/2s3vap78 - 동사는 9월 2일 HyAxiom(㈜두산 자회사. 연료전지 유통 및 유지보수 담당) 향으로 5,014억원의 수주(약 100MW 중반대로 추측)를 공시 - 미국 데이터센터 On-site 발전용 PAFC 시스템을 공급하는 계약, 2Q27부터 본격적으로 공급이 이뤄질 것으로 예상 - 8월 초 유럽향 SOFC 스택 계약 1,000억원을 포함하면 2026년 예상 매출액보다 더 많은 수출 수주잔고(약 6,000억원)를 확보한 셈 - 향후 추가적인 상승을 위해 필요한 것은 크게 세 가지. 1)후속 수주를 통한 수주의 연속성 확인

2 Sept 2026, 00:19 UTC≈1,980 viewsread 4 September 2026

📮 [메리츠증권 금융 조아해] 매크로 변수로 읽는 금융주 ▶ 금융 업종 선호도: 은행 > 보험 > 증권 제시 - 당사 매크로 전망 (기준금리 26E 3.25%, 27E 3.5%, 실질 GDP 26E 3.4% YoY, 4Q26E 원/달러 환율 1,360원) 및 주주환원 여력을 종합적으로 고려 금융 업종 선호도를 은행 (신한지주, 하나금융) > 보험 (현대해상, DB손해보험) > 증권 (삼성증권)으로 제시 ▶ 은행: 현 매크로 환경의 수혜주 - 투자의견 Overweight 유지 - 현 매크로 환경은 은행에게 긍정적 - 금리 상승 = 은행 NIM 개선 - 경기회복 = 대출성장률 확대 및 대손비용률 안정화 - 원/달러 환율 하락 = CET-1비율 개선에 따른 주주환원 여력 확대 ▶ 보험: 우호적인 금리와 제도 - 투자의

1 Sept 2026, 22:58 UTC≈1,910 viewsread 4 September 2026

📮[메리츠증권 유틸리티/건설 문경원] ▶[Issue Comment] 비나텍(126340) 지나간 악재, 더해지는 TAM 2026.9.2(수) (Report 링크) https://tinyurl.com/3cuxnsrh - 실적의 본격적인 턴어라운드는 4Q26. 흥옌 1공장은 CAPA를 수 배 늘리는 게임 체인저. 가동 초기 일부 시행착오를 감안하더라도 4Q26부터 매출, 마진 동반 상승은 명확. 당사 판단으로는 2027년부터는 컨센서스(매출 2,215억원, 영업이익 216억원)를 뛰어넘는 실적이 가능 - 최근 경쟁사들의 품질 검증 지연으로 Bloom Energy 내 솔벤더 지위는 적어도 2027년까지 유지 예상. 한편, Bloom Energy의 설치량 목표는 나날이 상향 - 동사는 7월 첫 시스템 수주를 시작하며 납품 범위를 넓히는 중

1 Sept 2026, 22:54 UTC≈2,360 viewsread 4 September 2026

📮[메리츠증권 전기전자/IT부품 양승수] 삼성전기(009150): MLCC 수주 공시 코멘트: 문전성시 - 전일(9/21) 삼성전기는 1조 722억원 규모의 MLCC 공급계약을 공시, 계약 상대방은 북미 AI 가속기 업체로 파악 - 6월 30일 4,540억원, 7월 23일 2,951억원 계약에 이은 올해 세 번째 대규모 공급계약으로 세 건의 합산 계약금액은 1조 8,213억원 - 당사가 이번 계약에서 주목하는 시사점은 크게 두 가지 ▶ 강화되는 공급자 우위 시장 - 이번 계약은 기존 계약과 달리 단일 제품이 아닌 여러 고용량 MLCC 제품군이 포함된 것으로 파악 - 이는 기존에 부각되던 1005 47uF뿐만 아니라 다수의 AI 서버용 고용량 MLCC로 공급 부족이 확산·심화되고 있음을 시사 - 또한 동일 품목 기준 계약 단가

1 Sept 2026, 08:48 UTC≈2,340 viewsread 4 September 2026

📮 [메리츠증권 투자전략팀] 메리츠센스 9월호: 종목의 확산 2026.9.1(화) 코스피 ADR(상승/하락 비율) 직전 고점 도달 - 8월 코스피 +3.4%, 지수 전반적으로 상승 제한된 가운데 상승종목수/하락종목수 비율은 확대 - 변동성 감소 속 수급 부담은 덜어냈다 판단. 유가, 금리 등 매크로 부담 이겨낼 주식 선별이 필요 - 시장 상하 방향성은 반도체가 결정할 것이나 초과성과는 알파 선별에서 나타날 것 (자료) https://tinyurl.com/2dyksbc8 * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. * 메리츠 투자전략팀 통합 채널 링크 : https://t.me/Meritz_strategy

1 Sept 2026, 08:26 UTC≈2,050 viewsread 4 September 2026
Photo

📮 [메리츠 투자전략 황수욱] 2026.9.1 9월 전략: 박스권 속 업사이드 리스크 점검 (자료) https://tinyurl.com/yajrxyxv 9월 주식시장은 박스권을 베이스라인 시나리오로 생각함 한국 시장은 Top2의 주주 환원이 하단을 지지하는 상태에서 금리가 상단을 제약, 여기에 단기에 가파르게 진행된 원화 강세가 9월말~10월 중순을 중심으로 하는 3Q26 실적 프리뷰 시기를 전후로 실적 추정치 하향 압력으로 작용. 원화 강세는 추세적으로 외국인 유입 요인으로 해석해야 하나 지금처럼 단기에 급변하는 경우는 초기에 실적 추정치 변동성을 소화하고 가야할 것 박스권 장세의 보수적 대응을 기본 전제로 하지만, 업사이드 리스크 고려. 9월 FOMC 금리 인상 우려는 잭슨홀 회의에서 선제적으로 반영하는 가운데, 당사는 금리 동결

1 Sept 2026, 07:41 UTC≈1,610 viewsread 4 September 2026

📮 [메리츠증권 음식료/유통 김정욱] 음식료 주요 기업별/카테고리별 GPM과 판가/원가 스프레드 비교 링크: https://han.gl/uRu8v * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. * 메리츠 음식료유통 채널 링크 https://t.me/meritz_fnb

Showing the 12 most recent of 189 posts we hold for @meritz_research. 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

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 4 September 2026 — this entry's latest reading, not the date you are reading this.

“메리츠증권 리서치” (@meritz_research), 27,238 subscribers as measured 4 September 2026. Telegram Register, tgregister.com/channel/meritz_research.

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.