[메리츠증권 반도체/디스플레이 김선우] SK하이닉스 (000660) 주주환원 계획: 3원칙 모두 기대 이상 [40조원 자사주 매입·소각 + 배당 발표 계획 + FCF의 50% 이상] - SK하이닉스는 8월 19일 장 마감 후 공시를 통해 주주환원 계획을 발표 - 이는 지난 7일 발표했던, ‘3분기 내 발표’ 계획 대비 다소 이른 시점에 발표된 것으로, 시장에서는 발표일자를 서프라이즈로 받아들일 가능성이 높음 - 아울러 즉각적인 주주환원 목표 역시 ‘사업 경쟁력과 현금 창출력이 현 주가에 충분히 반영되지 않았다는 판단’에 40조원의 자사주를 3개월 내에 매입·소각 실시하겠다고 언급 - 아울러 거기에서 그치지 않고, 3분기 실적설명회 (10월말)을 통해 기본배당과 특별배당 정책을 새롭게 발표하겠다 언급하며 기대감을 강화 - 동사의 주…

Channel
Stock Trip
@stocktrip
On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
7,288subscribers
+17 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001863728198 |
|---|---|
| Type | Channel |
| Username | @stocktrip |
| Created | Between 1 October 2022 and 30 September 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 15 September 2026 |
| Measurements held | 11 |
| Confirmed unchanged | 1 time, most recently 15 September 2026 |
| On Telegram | t.me/stocktrip |
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 12 September 2026 and assigned it the closest of 31 fixed categories, at 94% 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.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 15 Sept 2026, 08:00 | 7,288 | -2 |
| 7 Sept 2026, 11:36 | 7,290 | +6 |
| 2 Sept 2026, 23:46 | 7,284 | +14 |
| 30 Aug 2026, 15:26 | 7,270 | -2 |
| 27 Aug 2026, 08:58 | 7,272 | -7 |
| 24 Aug 2026, 08:54 | 7,279 | -2 |
| 21 Aug 2026, 00:05 | 7,281 | -1 |
| 17 Aug 2026, 20:06 | 7,282 | +7 |
| 14 Aug 2026, 09:17 | 7,275 | +6 |
| 7 Aug 2026, 23:17 | 7,269 | -2 |
| 7 Aug 2026, 04:46 | 7,271 | first reading |
Engagement
46 posts held, back to 18 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 13 pages of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 46 posts for this entry, the most recent from 19 August 2026. An engagement rate over an empty window would be a number about nothing.
Reaction mix
28 reactions across 19 posts, in 3 distinct kinds. The most used accounts for 82.1% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 23 | 82.1% | |
| 👌 | 3 | 10.7% | |
| 🗿 | 2 | 7.14% |
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 21 of the 46 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 28 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 46 most recent posts we hold, published 18 July 2026 to 19 August 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
2026.08.18 14:15:28 기업명: 실리콘투(시가총액: 2조 8,263억) A257720 보고서명: 주요사항보고서(유상증자결정) 보통주 : 우선주 : 6,666,666주(발행가격 : 45,000원) 발행비율 : 10% * 투자자 StarlinkInvestment L.P. 발표일자 : 2026-08-18 납입일자 : 2026-09-15 상장일자 : - 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260818000126 회사정보: https://finance.naver.com/item/main.nhn?code=257720
『삼양식품(003230.KS) – Special One 』 기업분석부 조상훈 ☎02-3772-2578 ▶ 양적 한계가 명확해진 국내 음식료 시장에서 모범 - 업종 내 최선호주 의견 유지 - 높은 매출총이익률(26F 45.9%), 낮은 가격 민감도, 높은 브랜드 파워를 통해 지정학적 리스크 최소화 ▶ 2Q26 Preview: 단기 비용 부담은 견조한 매출 성장으로 상쇄 - 2Q26 매출과 영업이익은 7,703억원(+39.3%, 이하 YoY), 1,762억원(+46.7%) 기록, 컨센서스 부합 - 비용 부담보다는 매출 성장에 초점 ▶ Valuation & Risk: 해외 모멘텀 확대 구간의 초입 - 목표주가 1,750,000원(목표 주가수익비율 20배, 일본 동종업종 과거 5개년 평균) 유지 - 최근 주가 조정으로 밸류에이션(12개월 선행 …
❤2
https://n.news.naver.com/article/008/0005400843?sid=101
https://n.news.naver.com/article/015/0005321272
❤2🗿1
화장품 사업인 별도는 괜찮음
📌 브이티(시가총액: 4,675억) #A018290 📁 반기보고서 (2026.06) 2026.08.13 15:33:13 (현재가 : 13,380원, -9.29%) 잠정실적 : N 매출액 : 1,317억(예상치 : 1,160억, +13.5%) 영업익 : 107억(예상치 : 168억, -36.4%) 순이익 : 32억(예상치 : 128억, -74.8%) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 1,317억/ 107억/ 32억 2026.1Q 1,143억/ 173억/ 184억 2025.4Q 1,150억/ 127억/ 108억 2025.3Q 1,102억/ 121억/ 88억 2025.2Q 1,115억/ 291억/ 213억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=2026…
네오 클라우드 2Q26 실적의 시사점 안녕하세요 삼성증권 글로벌 AI/SW 담당 이영진입니다. 코어위브와 네비우스가 긍정적 실적 발표 이후 급등했습니다. 전체 AI 인프라 산업에 온기로 작용하고 있는데요 중요한 내용이 많지만 시사점을 5가지 정도 뽑아보았습니다. 1) AI 컴퓨팅 수요가 공급을 초과하는 환경 지속 → 향후 수 년 동안 이어질 강한 수요는 개별 기업의 가격 결정력과 마진 개선으로 연결 2) '27년 성장의 병목은 전력 및 캐파 확보 → 공격적 데이터센터 확대 지속. 빠르게 실제 매출 발생 캐파로 전환하는 것이 중요 3) 구형 GPU의 예상보다 긴 수명과 높은 수익성 → 구형 GPU도 워크로드 믹스 변화와 공급 부족 속 유효한 수익화 자산으로 존재. 계약 연장, 단기 임대, 관리형 추론 재활용 가능 4) 장기 계…
❤1
2026.08.13 11:05:13 기업명: 에이유브랜즈(시가총액: 2,610억) A481070 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 303억(예상치 : -) 영업익 : 63억(예상치 : -) 순이익 : 36억(예상치 : -) **최근 실적 추이** 2026.2Q 303억/ 63억/ 36억 2026.1Q 185억/ 20억/ 34억 2025.4Q 264억/ 59억/ 45억 2025.3Q 119억/ 8억/ 8억 2025.2Q 138억/ 26억/ 27억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260813900211 회사정보: https://finance.naver.com/item/main.nhn?code=481070
📌 한국콜마(시가총액: 2조 6,745억) #A161890 📁 연결재무제표기준영업(잠정)실적(공정공시) 2026.08.12 09:15:17 (현재가 : 113,300원, +5.0%) 매출액 : 8,613억(예상치 : 8,312억+/ 4%) 영업익 : 1,103억(예상치 : 952억/ +16%) 순이익 : 628억(예상치 : 694억/ -10%) **최근 실적 추이** 매출/영업익/순익/예상대비 OP 2026.2Q 8,613억/ 1,103억/ 628억/ +16% 2026.1Q 7,280억/ 789억/ 600억/ -4% 2025.4Q 6,555억/ 478억/ 609억/ -14% 2025.3Q 6,830억/ 583억/ 424억/ -11% 2025.2Q 7,308억/ 735억/ 418억/ +17% 공시링크: https://dart.fss.or…
❤1
🔴 펌텍코리아(시가총액 : 6,156억) 📁 연결재무제표기준영업(잠정)실적(공정공시) 2026.08.11 16:16 매출액 : 1,168억(예상치 : 1,110억, +5.3%) 영업익 : 217억(예상치 : 194억, +11.5%) 순이익 : 211억(예상치 : 130억, +61.4%) * 최근 실적 (기간/ 매출/ 영업익/ 순익) 2026.2Q : 1,168억/ 217억/ 211억 2026.1Q : 918억/ 130억/ 188억 2025.4Q : 771억/ 83억/ 23억 2025.3Q : 977억/ 153억/ 132억 2025.2Q : 1,054억/ 194억/ 131억 - 어닝 서프라이즈(+11.5%) - 최근 5개분기 최대 영업익 - 최근 5개분기 최대 영업이익률(18.5%) 공시링크 : https://dart.fss.or.kr…
얼마나 좋으면 충당금 GOAT까지 잘나와버려
Showing the 12 most recent of 46 posts we hold for @stocktrip. 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.
Republishes
Channels on the register whose posts this channel has forwarded.
@darthacking · 65,0965 posts한화 유통/의류/지주 이진협
@jinhyeoblee · 4,2315 posts건설/조선/리츠 | 강경태 | 한국투자증권
@enc210406 · 9,4132 posts[대신증권 유통/의류 유정현]
@retail_analyst · 3,0282 posts아트합시다.
@Korea_value · 5,4881 post[삼성 이영진] 글로벌 AI/SW
@Samsung_Global_AI_SW · 11,8901 post다올 의료기기/화장품 박종현
@alexppark · 8,4731 postBZCF | 비즈까페
@bzcftel · 10,0881 postd'Alba Global IR Channel
@dalba_ir · 1,5651 postDS Tech 이수림
@dssemicon · 5,4011 post걍준서
@jsheo · 5,4691 post교보 음식료/화장품 권우정
@kyobofnbcosmetic · 5,8151 post[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 23,9971 post신한 리서치
@shinhanresearch · 21,6181 post
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
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.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@jeilstock · 26,472
Telegram ranks this channel #3 of 93 here — alongside 92 others — read 12 September 2026
@pharmbiohana · 29,870
Telegram ranks this channel #3 of 89 here — alongside 88 others — read 7 September 2026
@kimcharger · 24,877
Telegram ranks this channel #5 of 88 here — alongside 87 others — read 15 September 2026
@HANAchina · 35,234
Telegram ranks this channel #6 of 92 here — alongside 91 others — read 2 September 2026
@bornlupin · 48,016
Telegram ranks this channel #6 of 91 here — alongside 90 others — read 2 September 2026
@SmallCap · 23,201
Telegram ranks this channel #7 of 96 here — alongside 95 others — read 19 September 2026
@huhpharm · 24,282
Telegram ranks this channel #7 of 93 here — alongside 92 others — read 16 September 2026
@EarlyStock1 · 24,432
Telegram ranks this channel #7 of 91 here — alongside 90 others — read 16 September 2026
@sypark_strategy · 29,539
Telegram ranks this channel #7 of 91 here — alongside 90 others — read 8 September 2026
@sunstudy1234 · 54,428
Telegram ranks this channel #7 of 89 here — alongside 88 others — read 2 September 2026
@daegurr · 23,357
Telegram ranks this channel #8 of 83 here — alongside 82 others — read 18 September 2026
@Jstockclass · 25,947
Telegram ranks this channel #8 of 90 here — alongside 89 others — read 13 September 2026
@growthresearch · 40,127
Telegram ranks this channel #8 of 90 here — alongside 89 others — read 2 September 2026
@gaoshoukorea · 41,195
Telegram ranks this channel #8 of 90 here — alongside 89 others — read 2 September 2026
@ym_research · 40,010
Telegram ranks this channel #9 of 89 here — alongside 88 others — read 2 September 2026
@darthacking · 65,096
Telegram ranks this channel #9 of 91 here — alongside 90 others — read 2 September 2026
@TNBfolio · 24,668
Telegram ranks this channel #10 of 93 here — alongside 92 others — read 15 September 2026
@HS_academy · 36,249
Telegram ranks this channel #11 of 90 here — alongside 89 others — read 8 September 2026
@shmstory · 38,160
Telegram ranks this channel #12 of 89 here — alongside 88 others — read 2 September 2026
@corevalue · 67,564
Telegram ranks this channel #13 of 93 here — alongside 92 others — read 2 September 2026
@habit4117 · 27,832
Telegram ranks this channel #14 of 87 here — alongside 86 others — read 10 September 2026
@Yeouido_Lab · 43,309
Telegram ranks this channel #15 of 90 here — alongside 89 others — read 2 September 2026
@realtime_stock_news · 37,253
Telegram ranks this channel #16 of 93 here — alongside 92 others — read 2 September 2026
@FastStockNewsUSA · 40,651
Telegram ranks this channel #16 of 89 here — alongside 88 others — read 2 September 2026
This channel appears in 35 seed channels' Telegram-generated recommendation lists in total, of which the 24 where it ranks highest are shown above. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 15 September 2026 — this entry's latest reading, not the date you are reading this.
“Stock Trip” (@stocktrip), 7,288 subscribers as measured 15 September 2026. Telegram Register, tgregister.com/channel/stocktrip.
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.