📮[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…
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.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @meritz_research/44313 · this entry5 Aug 2026, 08:40 UTC | @meritz_fnb/44975 Aug 2026, 08:40 UTC | 1.00 | under a minute |
| @meritz_research/44315 · this entry5 Aug 2026, 09:22 UTC | @meritz_fnb/44985 Aug 2026, 09:22 UTC | 1.00 | under a minute |
| @meritz_research/44329 · this entry6 Aug 2026, 08:58 UTC | @meritz_fnb/45006 Aug 2026, 08:58 UTC | 1.00 | under a minute |
| @meritz_research/44331 · this entry6 Aug 2026, 10:00 UTC | @meritz_fnb/45016 Aug 2026, 10:00 UTC | 1.00 | under a minute |
| @meritz_research/44332 · this entry6 Aug 2026, 10:18 UTC | @meritz_fnb/45026 Aug 2026, 10:18 UTC | 1.00 | under a minute |
| @meritz_research/44346 · this entry7 Aug 2026, 04:58 UTC | @meritz_fnb/45047 Aug 2026, 04:58 UTC | 1.00 | under a minute |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @meritz_fnb | 8 (8/8 hand-verifiable sample passed) | 1.00 | under a minute | this entry (8–0) |
| @meritztelco | 5 (5/5 hand-verifiable sample passed) | 1.00 | under a minute | 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. 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.
